Elmwood Wealth Management’s DuPont de Nemours DD Stock Holding History

Elmwood Wealth Management’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
2022 Q1	–	Sell	-402	Closed	-$41K	–	153
2021 Q4	$41K	Buy	+402	New	+$38.3K	0.02%	197
2021 Q2	$41K	Buy	424 +30	+8%	+$3.01K	0.02%	177
2021 Q1	$38K	Buy	+394	New	+$37.8K	0.02%	176
2020 Q3	$23K	Hold	340	–	–	0.02%	154
2020 Q2	$23K	Sell	340 -936	-73%	-$54.7K	0.02%	154
2020 Q1	$102K	Buy	+1,276	New	+$78.1K	0.1%	106
2019 Q2	–	Sell	-506	Closed	-$68K	–	281
2019 Q1	$68K	Sell	506 -87	-15%	-$12.1K	0.06%	113
2018 Q4	$80K	Hold	593	–	–	0.08%	113
2018 Q3	$96.6K	Sell	593 -40	-6%	-$6.88K	0.08%	113
2018 Q2	$106K	Hold	633	–	–	0.1%	110
2018 Q1	$102K	Buy	+633	New	+$114K	0.1%	106

Other funds holding DD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Elmwood Wealth Management's DD Position: Q1 2022 in Review

Elmwood Wealth Management sold out of DuPont de Nemours (DD) in Q1 2022, closing a stake of 402 shares — an estimated $41K sold.

Elmwood Wealth Management first reported a position in DD in Q1 2018 and held it in 11 quarters. The position peaked at $106K in Q2 2018. 1,356 funds tracked by Wall St. Rank hold DD as of Q1 2022.

Elmwood Wealth Management reported no remaining DuPont de Nemours position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 402 DuPont de Nemours shares in Q1 2022, an estimated $41K.
Elmwood Wealth Management first reported a position in DuPont de Nemours in Q1 2018 and held it in 11 quarters.
Elmwood Wealth Management's DuPont de Nemours position peaked at $106K in Q2 2018.
1,356 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.