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Glassman Wealth Services’s Donegal Group Class A DGICA Stock Holding History

Glassman Wealth Services’s Portfolio DGICA Stock Details DGICA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-39
Closed -$1K – 1700
2021
Q4 		$1K Sell
39
-24
-38% -$344 ﹤0.01% 1350
2021
Q3 		$1K Hold
63
– – ﹤0.01% 1321
2021
Q2 		$1K Sell
63
-3
-5% -$46 ﹤0.01% 1265
2021
Q1 		$1K Buy
66
+27
+69% +$387 ﹤0.01% 1230
2020
Q4 		$1K Hold
39
– – ﹤0.01% 1187
2020
Q3 		$1K Hold
39
– – ﹤0.01% 1130
2020
Q2 		$1K Buy
+39
New +$556 ﹤0.01% 996

Other funds holding DGICA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Glassman Wealth Services's DGICA Position: Q1 2022 in Review

Glassman Wealth Services sold out of Donegal Group Class A (DGICA) in Q1 2022, closing a stake of 39 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in DGICA in Q2 2020 and held it in 7 quarters. The position peaked at $1K in Q4 2021. 85 funds tracked by Wall St. Rank hold DGICA as of Q1 2022.

  • Glassman Wealth Services reported no remaining Donegal Group Class A position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 39 Donegal Group Class A shares in Q1 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in Donegal Group Class A in Q2 2020 and held it in 7 quarters.
  • Glassman Wealth Services's Donegal Group Class A position peaked at $1K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held Donegal Group Class A as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.