Elmwood Wealth Management’s Dell DELL Stock Holding History

Elmwood Wealth Management’s Portfolio DELL Stock Details DELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-152	Closed	-$5.64K	–	275
2020 Q1	$5.64K	Buy	+152	New	+$3.51K	0.01%	219
2019 Q1	–	Sell	-87	Closed	-$4K	–	283
2018 Q4	$4K	Sell	87 -70	-45%	-$1.92K	﹤0.01%	237
2018 Q3	$4.27K	Hold	157	–	–	﹤0.01%	238
2018 Q2	$3.72K	Sell	157 -117	-43%	-$2.59K	﹤0.01%	233
2018 Q1	$5.64K	Buy	+274	New	+$5.91K	0.01%	219

Other funds holding DELL

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Elmwood Wealth Management's DELL Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Dell (DELL) in Q2 2020, closing a stake of 152 shares — an estimated $5.64K sold.

Elmwood Wealth Management first reported a position in DELL in Q1 2018 and held it in 5 quarters. The position peaked at $5.64K in Q1 2020. 565 funds tracked by Wall St. Rank hold DELL as of Q2 2020.

Elmwood Wealth Management reported no remaining Dell position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 152 Dell shares in Q2 2020, an estimated $5.64K.
Elmwood Wealth Management first reported a position in Dell in Q1 2018 and held it in 5 quarters.
Elmwood Wealth Management's Dell position peaked at $5.64K in Q1 2020.
565 funds tracked by Wall St. Rank held Dell as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.