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Evelyn Partners Investment Management Services’s Dell DELL Stock Holding History

Evelyn Partners Investment Management Services’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
-57
Closed -$6.57K – 276
2024
Q4 		$6.57K Buy
+57
New +$7.15K ﹤0.01% 243

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Evelyn Partners Investment Management Services's DELL Position: Q1 2025 in Review

Evelyn Partners Investment Management Services sold out of Dell (DELL) in Q1 2025, closing a stake of 57 shares — an estimated $6.57K sold.

Evelyn Partners Investment Management Services first reported a position in DELL in Q4 2024 and held it in 1 quarter. The position peaked at $6.57K in Q4 2024. 1,272 funds tracked by Wall St. Rank hold DELL as of Q1 2025.

  • Evelyn Partners Investment Management Services reported no remaining Dell position as of Q1 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 57 Dell shares in Q1 2025, an estimated $6.57K.
  • Evelyn Partners Investment Management Services first reported a position in Dell in Q4 2024 and held it in 1 quarter.
  • Evelyn Partners Investment Management Services's Dell position peaked at $6.57K in Q4 2024.
  • 1,272 funds tracked by Wall St. Rank held Dell as of Q1 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2025, filed 4 Aug 2025.