Envestnet Asset Management’s Dime Commercial Bancshares DCOM Stock Holding History

Envestnet Asset Management’s Portfolio DCOM Stock Details DCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-46,223	Closed	-$923K	–	4069
2023 Q3	$923K	Buy	+46,223	New	+$965K	﹤0.01%	2867
2023 Q1	–	Sell	-15,894	Closed	-$506K	–	4000
2022 Q4	$506K	Buy	15,894 +2,142	+16%	+$70.7K	﹤0.01%	3094
2022 Q3	$403K	Buy	13,752 +2,692	+24%	+$85.7K	﹤0.01%	3156
2022 Q2	$328K	Buy	11,060 +2,707	+32%	+$86.1K	﹤0.01%	3308
2022 Q1	$289K	Sell	8,353 -574	-6%	-$20K	﹤0.01%	3479
2021 Q4	$314K	Buy	8,927 +720	+9%	+$25.3K	﹤0.01%	3387
2021 Q3	$268K	Buy	8,207 +1,757	+27%	+$57K	﹤0.01%	3350
2021 Q2	$217K	Buy	+6,450	New	+$217K	﹤0.01%	3451

Other funds holding DCOM

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management's DCOM Position: Q4 2023 in Review

Envestnet Asset Management sold out of Dime Commercial Bancshares (DCOM) in Q4 2023, closing a stake of 46,223 shares — an estimated $923K sold.

Envestnet Asset Management first reported a position in DCOM in Q2 2021 and held it in 8 quarters. The position peaked at $923K in Q3 2023. 156 funds tracked by Wall St. Rank hold DCOM as of Q4 2023.

Envestnet Asset Management reported no remaining Dime Commercial Bancshares position as of Q4 2023 after selling out during the quarter.
Envestnet Asset Management sold 46,223 Dime Commercial Bancshares shares in Q4 2023, an estimated $923K.
Envestnet Asset Management first reported a position in Dime Commercial Bancshares in Q2 2021 and held it in 8 quarters.
Envestnet Asset Management's Dime Commercial Bancshares position peaked at $923K in Q3 2023.
156 funds tracked by Wall St. Rank held Dime Commercial Bancshares as of Q4 2023.

Based on Envestnet Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.