FGAM
DMC

Financial Gravity Asset Management’s Del Monte Corp DMC Stock Holding History

Financial Gravity Asset Management’s Portfolio DMC Stock Details DMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2
Closed – – 807
2020
Q4 		$0 Buy
+2
New +$48 ﹤0.01% 545
2020
Q2 		– Sell
-8
Closed -$208 – 312
2020
Q1 		$208 Sell
8
-106
-93% -$3.37K ﹤0.01% 718
2019
Q4 		$35K Buy
114
+10
+10% +$320 0.02% 798
2019
Q3 		$4K Buy
104
+59
+131% +$1.67K ﹤0.01% 738
2019
Q2 		$1K Buy
45
+8
+22% +$218 ﹤0.01% 1044
2019
Q1 		$1K Buy
+37
New +$1.09K ﹤0.01% 1098
2018
Q3 		$4K Buy
120
+15
+14% +$587 ﹤0.01% 768
2018
Q2 		$4K Sell
105
-15
-13% -$701 ﹤0.01% 819
2018
Q1 		$6K Buy
+120
New +$5.65K 0.01% 672

Other funds holding DMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

Financial Gravity Asset Management's DMC Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of Del Monte Corp (DMC) in Q1 2021, closing a stake of 2 shares.

Financial Gravity Asset Management first reported a position in DMC in Q1 2018 and held it in 9 quarters. The position peaked at $35K in Q4 2019. 145 funds tracked by Wall St. Rank hold DMC as of Q1 2021.

  • Financial Gravity Asset Management reported no remaining Del Monte Corp position as of Q1 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2 Del Monte Corp shares in Q1 2021.
  • Financial Gravity Asset Management first reported a position in Del Monte Corp in Q1 2018 and held it in 9 quarters.
  • Financial Gravity Asset Management's Del Monte Corp position peaked at $35K in Q4 2019.
  • 145 funds tracked by Wall St. Rank held Del Monte Corp as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.