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Fulcrum Equity Management’s Digital Realty Trust DLR Stock Holding History

Fulcrum Equity Management’s Portfolio DLR Stock Details DLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,566
Closed -$277K – 129
2021
Q4 		$277K Sell
1,566
-40
-2% -$6.41K 0.1% 141
2021
Q3 		$232K Buy
1,606
+11
+0.7% +$1.73K 0.09% 162
2021
Q2 		$240K Buy
1,595
+108
+7% +$16.3K 0.09% 164
2021
Q1 		$209K Sell
1,487
-73
-5% -$10.1K 0.08% 168
2020
Q4 		$218K Sell
1,560
-200
-11% -$28.6K 0.09% 150
2020
Q3 		$258K Sell
1,760
-1,439
-45% -$216K 0.12% 127
2020
Q2 		$455K Buy
3,199
+602
+23% +$85.2K 0.22% 88
2020
Q1 		$361K Sell
2,597
-496
-16% -$63.1K 0.26% 24
2019
Q4 		$370K Sell
3,093
-41
-1% -$5.05K 0.19% 79
2019
Q3 		$407K Buy
3,134
+115
+4% +$14K 0.21% 62
2019
Q2 		$363K Buy
3,019
+797
+36% +$94.9K 0.17% 64
2019
Q1 		$264K Sell
2,222
-77
-3% -$8.59K 0.09% 87
2018
Q4 		$245K Buy
+2,299
New +$254K 0.09% 67

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fulcrum Equity Management's DLR Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Digital Realty Trust (DLR) in Q1 2022, closing a stake of 1,566 shares — an estimated $277K sold.

Fulcrum Equity Management first reported a position in DLR in Q4 2018 and held it in 13 quarters. The position peaked at $455K in Q2 2020. 1,029 funds tracked by Wall St. Rank hold DLR as of Q1 2022.

  • Fulcrum Equity Management reported no remaining Digital Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,566 Digital Realty Trust shares in Q1 2022, an estimated $277K.
  • Fulcrum Equity Management first reported a position in Digital Realty Trust in Q4 2018 and held it in 13 quarters.
  • Fulcrum Equity Management's Digital Realty Trust position peaked at $455K in Q2 2020.
  • 1,029 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.