Ellevest Inc’s DXC Technology DXC Stock Holding History

Ellevest Inc’s Portfolio DXC Stock Details DXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,270	Closed	-$32.5K	–	706
2023 Q1	$32.5K	Sell	1,270 -160	-11%	-$4.36K	﹤0.01%	722
2022 Q4	$37.9K	Buy	1,430 +32	+2%	+$890	﹤0.01%	682
2022 Q3	$34K	Buy	1,398 +1,014	+264%	+$27.9K	﹤0.01%	681
2022 Q2	$12K	Sell	384 -369	-49%	-$11.4K	﹤0.01%	846
2022 Q1	$25K	Buy	753 +441	+141%	+$14.6K	﹤0.01%	683
2021 Q4	$10K	Sell	312 -391	-56%	-$12.7K	﹤0.01%	855
2021 Q3	$24K	Buy	703 +190	+37%	+$7.19K	﹤0.01%	626
2021 Q2	$20K	Buy	513 +105	+26%	+$3.75K	﹤0.01%	640
2021 Q1	$13K	Sell	408 -616	-60%	-$16.9K	﹤0.01%	736
2020 Q4	$26K	Hold	1,024	–	–	﹤0.01%	580
2020 Q3	$18K	Sell	1,024 -147	-13%	-$2.68K	﹤0.01%	539
2020 Q2	$19K	Buy	1,171 +46	+4%	+$732	﹤0.01%	497
2020 Q1	$15K	Buy	1,125 +497	+79%	+$13.1K	﹤0.01%	475
2019 Q4	$24K	Buy	628 +533	+561%	+$17.4K	0.01%	379
2019 Q3	$3K	Buy	95 +27	+40%	+$1.15K	﹤0.01%	298
2019 Q2	$4K	Hold	68	–	–	﹤0.01%	306
2019 Q1	$4K	Hold	68	–	–	﹤0.01%	247
2018 Q4	$4K	Buy	+68	New	+$4.7K	﹤0.01%	439

Other funds holding DXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return