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Elm Advisors’s DuPont de Nemours DD Stock Holding History

Elm Advisors’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,344
Closed -$120K – 125
2020
Q4 		$120K Buy
+1,344
New +$106K 0.07% 105
2019
Q2 		– Sell
-2,226
Closed -$301K – 86
2019
Q1 		$301K Sell
2,226
-130
-6% -$18K 0.21% 68
2018
Q4 		$319K Hold
2,356
– – 0.26% 60
2018
Q3 		$384K Buy
2,356
+19
+0.8% +$3.27K 0.26% 59
2018
Q2 		$390K Hold
2,337
– – 0.3% 52
2018
Q1 		$377K Sell
2,337
-58
-2% -$10.5K 0.29% 55
2017
Q4 		$432K Sell
2,395
-76
-3% -$13.7K 0.32% 51
2017
Q3 		$433K Buy
+2,471
New +$412K 0.34% 50

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elm Advisors's DD Position: Q1 2021 in Review

Elm Advisors sold out of DuPont de Nemours (DD) in Q1 2021, closing a stake of 1,344 shares — an estimated $120K sold.

Elm Advisors first reported a position in DD in Q3 2017 and held it in 8 quarters. The position peaked at $433K in Q3 2017. 1,293 funds tracked by Wall St. Rank hold DD as of Q1 2021.

  • Elm Advisors reported no remaining DuPont de Nemours position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 1,344 DuPont de Nemours shares in Q1 2021, an estimated $120K.
  • Elm Advisors first reported a position in DuPont de Nemours in Q3 2017 and held it in 8 quarters.
  • Elm Advisors's DuPont de Nemours position peaked at $433K in Q3 2017.
  • 1,293 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.