Enclave Advisors’s Dell DELL Stock Holding History

Enclave Advisors’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
2025 Q1	–	Sell	-7,361	Closed	-$848K	–	114
2024 Q4	$848K	Buy	+7,361	New	+$924K	0.14%	65

Other funds holding DELL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Enclave Advisors's DELL Position: Q1 2025 in Review

Enclave Advisors sold out of Dell (DELL) in Q1 2025, closing a stake of 7,361 shares — an estimated $848K sold.

Enclave Advisors first reported a position in DELL in Q4 2024 and held it in 1 quarter. The position peaked at $848K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold DELL as of Q1 2025.

Enclave Advisors reported no remaining Dell position as of Q1 2025 after selling out during the quarter.
Enclave Advisors sold 7,361 Dell shares in Q1 2025, an estimated $848K.
Enclave Advisors first reported a position in Dell in Q4 2024 and held it in 1 quarter.
Enclave Advisors's Dell position peaked at $848K in Q4 2024.
1,274 funds tracked by Wall St. Rank held Dell as of Q1 2025.

Based on Enclave Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.