Gradient Investments’s Douglas Emmett DEI Stock Holding History

Gradient Investments’s Portfolio DEI Stock Details DEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-77	Closed	-$1.12K	–	1375
2023 Q4	$1.12K	Hold	77	–	–	﹤0.01%	1387
2023 Q3	$983	Hold	77	–	–	﹤0.01%	1386
2023 Q2	$968	Buy	+77	New	+$930	﹤0.01%	1370

Other funds holding DEI

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Gradient Investments's DEI Position: Q1 2024 in Review

Gradient Investments sold out of Douglas Emmett (DEI) in Q1 2024, closing a stake of 77 shares — an estimated $1.12K sold.

Gradient Investments first reported a position in DEI in Q2 2023 and held it in 3 quarters. The position peaked at $1.12K in Q4 2023. 242 funds tracked by Wall St. Rank hold DEI as of Q1 2024.

Gradient Investments reported no remaining Douglas Emmett position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 77 Douglas Emmett shares in Q1 2024, an estimated $1.12K.
Gradient Investments first reported a position in Douglas Emmett in Q2 2023 and held it in 3 quarters.
Gradient Investments's Douglas Emmett position peaked at $1.12K in Q4 2023.
242 funds tracked by Wall St. Rank held Douglas Emmett as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.