Everpar Advisors’s Dolby DLB Stock Holding History

Everpar Advisors’s Portfolio DLB Stock Details DLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,942	Closed	-$471K	–	263
2024 Q2	$471K	Buy	5,942 +97	+2%	+$7.8K	0.24%	129
2024 Q1	$490K	Sell	5,845 -5,358	-48%	-$443K	0.3%	111
2023 Q4	$965K	Buy	+11,203	New	+$945K	0.45%	60

Other funds holding DLB

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Everpar Advisors's DLB Position: Q3 2024 in Review

Everpar Advisors sold out of Dolby (DLB) in Q3 2024, closing a stake of 5,942 shares — an estimated $471K sold.

Everpar Advisors first reported a position in DLB in Q4 2023 and held it in 3 quarters. The position peaked at $965K in Q4 2023. 411 funds tracked by Wall St. Rank hold DLB as of Q3 2024.

Everpar Advisors reported no remaining Dolby position as of Q3 2024 after selling out during the quarter.
Everpar Advisors sold 5,942 Dolby shares in Q3 2024, an estimated $471K.
Everpar Advisors first reported a position in Dolby in Q4 2023 and held it in 3 quarters.
Everpar Advisors's Dolby position peaked at $965K in Q4 2023.
411 funds tracked by Wall St. Rank held Dolby as of Q3 2024.

Based on Everpar Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.