Ergoteles’s Dauch Corp DCH Stock Holding History

Ergoteles’s Portfolio DCH Stock Details DCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-67,860	Closed	-$561K	–	103
2023 Q2	$561K	Buy	67,860 +44,342	+189%	+$329K	0.03%	614
2023 Q1	$184K	Buy	23,518 +102	+0.4%	+$875	0.01%	1027
2022 Q4	$183K	Buy	+23,416	New	+$210K	0.01%	1102

Other funds holding DCH

BlackRock New York $5.72T AUM 30.48% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ergoteles's DCH Position: Q3 2023 in Review

Ergoteles sold out of Dauch Corp (DCH) in Q3 2023, closing a stake of 67,860 shares — an estimated $561K sold.

Ergoteles first reported a position in DCH in Q4 2022 and held it in 3 quarters. The position peaked at $561K in Q2 2023. 210 funds tracked by Wall St. Rank hold DCH as of Q3 2023.

Ergoteles reported no remaining Dauch Corp position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 67,860 Dauch Corp shares in Q3 2023, an estimated $561K.
Ergoteles first reported a position in Dauch Corp in Q4 2022 and held it in 3 quarters.
Ergoteles's Dauch Corp position peaked at $561K in Q2 2023.
210 funds tracked by Wall St. Rank held Dauch Corp as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.