FormulaFolio Investments’s Dolby DLB Stock Holding History

FormulaFolio Investments’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
2021 Q1	–	Sell	-2,113	Closed	-$205K	–	534
2020 Q4	$205K	Buy	+2,113	New	+$175K	﹤0.01%	629
2020 Q1	–	Sell	-4,480	Closed	-$308K	–	302
2019 Q4	$308K	Buy	+4,480	New	+$296K	0.01%	302

Other funds holding DLB

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

DGI

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

FormulaFolio Investments's DLB Position: Q1 2021 in Review

FormulaFolio Investments sold out of Dolby (DLB) in Q1 2021, closing a stake of 2,113 shares — an estimated $205K sold.

FormulaFolio Investments first reported a position in DLB in Q4 2019 and held it in 2 quarters. The position peaked at $308K in Q4 2019. 372 funds tracked by Wall St. Rank hold DLB as of Q1 2021.

FormulaFolio Investments reported no remaining Dolby position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 2,113 Dolby shares in Q1 2021, an estimated $205K.
FormulaFolio Investments first reported a position in Dolby in Q4 2019 and held it in 2 quarters.
FormulaFolio Investments's Dolby position peaked at $308K in Q4 2019.
372 funds tracked by Wall St. Rank held Dolby as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.