Greenwood Gearhart’s Dillards DDS Stock Holding History

Greenwood Gearhart’s Portfolio DDS Stock Details DDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-625	Closed	-$295K	–	111
2024 Q1	$295K	Hold	625	–	–	0.03%	87
2023 Q4	$252K	Hold	625	–	–	0.03%	85
2023 Q3	$207K	Hold	625	–	–	0.02%	93
2023 Q2	$204K	Buy	+625	New	+$191K	0.02%	97
2023 Q1	–	Sell	-625	Closed	-$202K	–	96
2022 Q4	$202K	Buy	+625	New	+$203K	0.03%	98

Other funds holding DDS

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Greenwood Gearhart's DDS Position: Q2 2024 in Review

Greenwood Gearhart sold out of Dillards (DDS) in Q2 2024, closing a stake of 625 shares — an estimated $295K sold.

Greenwood Gearhart first reported a position in DDS in Q4 2022 and held it in 5 quarters. The position peaked at $295K in Q1 2024. 253 funds tracked by Wall St. Rank hold DDS as of Q2 2024.

Greenwood Gearhart reported no remaining Dillards position as of Q2 2024 after selling out during the quarter.
Greenwood Gearhart sold 625 Dillards shares in Q2 2024, an estimated $295K.
Greenwood Gearhart first reported a position in Dillards in Q4 2022 and held it in 5 quarters.
Greenwood Gearhart's Dillards position peaked at $295K in Q1 2024.
253 funds tracked by Wall St. Rank held Dillards as of Q2 2024.

Based on Greenwood Gearhart's 13F filing for Q2 2024, filed 7 Aug 2024.