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Harvest Investment Services’s Digital Realty Trust DLR Stock Holding History

Harvest Investment Services’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
2024
Q1 		– Sell
-2,033
Closed -$274K – 182
2023
Q4 		$274K Buy
+2,033
New +$263K 0.13% 157
2021
Q2 		– Sell
-3,889
Closed -$547K – 289
2021
Q1 		$547K Sell
3,889
-13
-0.3% -$1.8K 0.25% 120
2020
Q4 		$544K Buy
3,902
+365
+10% +$52.2K 0.28% 96
2020
Q3 		$519K Sell
3,537
-382
-10% -$57.2K 0.3% 82
2020
Q2 		$556K Buy
+3,919
New +$555K 0.33% 71

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvest Investment Services's DLR Position: Q1 2024 in Review

Harvest Investment Services sold out of Digital Realty Trust (DLR) in Q1 2024, closing a stake of 2,033 shares — an estimated $274K sold.

Harvest Investment Services first reported a position in DLR in Q2 2020 and held it in 5 quarters. The position peaked at $556K in Q2 2020. 1,046 funds tracked by Wall St. Rank hold DLR as of Q1 2024.

  • Harvest Investment Services reported no remaining Digital Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Harvest Investment Services sold 2,033 Digital Realty Trust shares in Q1 2024, an estimated $274K.
  • Harvest Investment Services first reported a position in Digital Realty Trust in Q2 2020 and held it in 5 quarters.
  • Harvest Investment Services's Digital Realty Trust position peaked at $556K in Q2 2020.
  • 1,046 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2024.

Based on Harvest Investment Services's 13F filing for Q1 2024, filed 13 May 2024.