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Freedman Financial Associates’s Dell DELL Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-871
Closed -$43K – 90
2022
Q1 		$43K Hold
871
– – 0.03% 218
2021
Q4 		$49K Sell
871
-1,015
-54% -$56.6K 0.03% 206
2021
Q3 		$99K Sell
1,886
-2
-0.1% -$100 0.07% 117
2021
Q2 		$95K Buy
1,888
+2
+0.1% +$100 0.07% 114
2021
Q1 		$84K Hold
1,886
– – 0.07% 123
2020
Q4 		$70K Buy
+1,886
New +$65.7K 0.06% 136

Other funds holding DELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedman Financial Associates's DELL Position: Q2 2022 in Review

Freedman Financial Associates sold out of Dell (DELL) in Q2 2022, closing a stake of 871 shares — an estimated $43K sold.

Freedman Financial Associates first reported a position in DELL in Q4 2020 and held it in 6 quarters. The position peaked at $99K in Q3 2021. 707 funds tracked by Wall St. Rank hold DELL as of Q2 2022.

  • Freedman Financial Associates reported no remaining Dell position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 871 Dell shares in Q2 2022, an estimated $43K.
  • Freedman Financial Associates first reported a position in Dell in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Dell position peaked at $99K in Q3 2021.
  • 707 funds tracked by Wall St. Rank held Dell as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.