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Gradient Investments’s Dolby DLB Stock Holding History

Gradient 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
2024
Q3 		– Sell
-48
Closed -$3.8K – 552
2024
Q2 		$3.8K Hold
48
– – ﹤0.01% 898
2024
Q1 		$4.02K Sell
48
-15
-24% -$1.24K ﹤0.01% 758
2023
Q4 		$5.43K Hold
63
– – ﹤0.01% 973
2023
Q3 		$4.99K Hold
63
– – ﹤0.01% 957
2023
Q2 		$5.27K Sell
63
-8
-11% -$669 ﹤0.01% 943
2023
Q1 		$6.07K Buy
+71
New +$5.73K ﹤0.01% 907
2020
Q2 		– Sell
-14
Closed -$1K – 1077
2020
Q1 		$1K Buy
+14
New +$917 ﹤0.01% 984
2019
Q4 		– Sell
-16
Closed -$1K – 1122
2019
Q3 		$1K Buy
+16
New +$1.01K ﹤0.01% 985

Other funds holding DLB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Gradient Investments's DLB Position: Q3 2024 in Review

Gradient Investments sold out of Dolby (DLB) in Q3 2024, closing a stake of 48 shares — an estimated $3.8K sold.

Gradient Investments first reported a position in DLB in Q3 2019 and held it in 8 quarters. The position peaked at $6.07K in Q1 2023. 411 funds tracked by Wall St. Rank hold DLB as of Q3 2024.

  • Gradient Investments reported no remaining Dolby position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 48 Dolby shares in Q3 2024, an estimated $3.8K.
  • Gradient Investments first reported a position in Dolby in Q3 2019 and held it in 8 quarters.
  • Gradient Investments's Dolby position peaked at $6.07K in Q1 2023.
  • 411 funds tracked by Wall St. Rank held Dolby as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.