EHC
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Everett Harris & Co’s Daily Journal DJCO Stock Holding History

Everett Harris & Co’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.01M Sell
2,100
-239
-10% -$131K 0.01% 163
2025
Q4 		$1.14M Hold
2,339
– – 0.01% 152
2025
Q3 		$1.09M Hold
2,339
– – 0.01% 151
2025
Q2 		$988K Buy
2,339
+1,300
+125% +$519K 0.01% 160
2025
Q1 		$413K Hold
1,039
– – 0.01% 230
2024
Q4 		$590K Hold
1,039
– – 0.01% 186
2024
Q3 		$509K Hold
1,039
– – 0.01% 187
2024
Q2 		$410K Hold
1,039
– – 0.01% 196
2024
Q1 		$376K Hold
1,039
– – 0.01% 205
2023
Q4 		$354K Hold
1,039
– – 0.01% 208
2023
Q3 		$305K Hold
1,039
– – ﹤0.01% 211
2023
Q2 		$301K Hold
1,039
– – ﹤0.01% 211
2023
Q1 		$296K Hold
1,039
– – ﹤0.01% 218
2022
Q4 		$260K Buy
+1,039
New +$281K ﹤0.01% 226

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return