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Harvey Partners’s Donnelley Financial Solutions DFIN Stock Holding History

Harvey Partners’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-32,500
Closed -$701K – 28
2017
Q3 		$701K Buy
32,500
+9,849
+43% +$213K 0.8% 24
2017
Q2 		$520K Buy
+22,651
New +$496K 0.6% 29

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Harvey Partners's DFIN Position: Q4 2017 in Review

Harvey Partners sold out of Donnelley Financial Solutions (DFIN) in Q4 2017, closing a stake of 32,500 shares — an estimated $701K sold.

Harvey Partners first reported a position in DFIN in Q2 2017 and held it in 2 quarters. The position peaked at $701K in Q3 2017. 174 funds tracked by Wall St. Rank hold DFIN as of Q4 2017.

  • Harvey Partners reported no remaining Donnelley Financial Solutions position as of Q4 2017 after selling out during the quarter.
  • Harvey Partners sold 32,500 Donnelley Financial Solutions shares in Q4 2017, an estimated $701K.
  • Harvey Partners first reported a position in Donnelley Financial Solutions in Q2 2017 and held it in 2 quarters.
  • Harvey Partners's Donnelley Financial Solutions position peaked at $701K in Q3 2017.
  • 174 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2017.

Based on Harvey Partners's 13F filing for Q4 2017, filed 14 Feb 2018.