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EnRich Financial Partners’s Duluth Holdings DLTH Stock Holding History

EnRich Financial Partners’s Portfolio DLTH Stock Details DLTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$927 – 97
2024
Q4 		$927 Hold
300
– – ﹤0.01% 212
2024
Q3 		$1.13K Hold
300
– – ﹤0.01% 214
2024
Q2 		$1.11K Hold
300
– – ﹤0.01% 232
2024
Q1 		$1.47K Buy
+300
New +$1.46K ﹤0.01% 190

Other funds holding DLTH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

EnRich Financial Partners's DLTH Position: Q1 2025 in Review

EnRich Financial Partners sold out of Duluth Holdings (DLTH) in Q1 2025, closing a stake of 300 shares — an estimated $927 sold.

EnRich Financial Partners first reported a position in DLTH in Q1 2024 and held it in 4 quarters. The position peaked at $1.47K in Q1 2024. 54 funds tracked by Wall St. Rank hold DLTH as of Q1 2025.

  • EnRich Financial Partners reported no remaining Duluth Holdings position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 300 Duluth Holdings shares in Q1 2025, an estimated $927.
  • EnRich Financial Partners first reported a position in Duluth Holdings in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Duluth Holdings position peaked at $1.47K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held Duluth Holdings as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.