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HC Financial Advisors’s Dell DELL Stock Holding History

HC Financial Advisors’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-90
Closed -$5K – 335
2022
Q1 		$5K Hold
90
– – ﹤0.01% 271
2021
Q4 		$5K Sell
90
-88
-49% -$4.91K ﹤0.01% 280
2021
Q3 		$9K Hold
178
– – 0.01% 245
2021
Q2 		$9K Hold
178
– – 0.01% 255
2021
Q1 		$8K Hold
178
– – ﹤0.01% 267
2020
Q4 		$7K Hold
178
– – ﹤0.01% 285
2020
Q3 		$6K Hold
178
– – ﹤0.01% 297
2020
Q2 		$5K Hold
178
– – ﹤0.01% 290
2020
Q1 		$4K Buy
+178
New +$4.11K ﹤0.01% 310

Other funds holding DELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HC Financial Advisors's DELL Position: Q2 2022 in Review

HC Financial Advisors sold out of Dell (DELL) in Q2 2022, closing a stake of 90 shares — an estimated $5K sold.

HC Financial Advisors first reported a position in DELL in Q1 2020 and held it in 9 quarters. The position peaked at $9K in Q3 2021. 708 funds tracked by Wall St. Rank hold DELL as of Q2 2022.

  • HC Financial Advisors reported no remaining Dell position as of Q2 2022 after selling out during the quarter.
  • HC Financial Advisors sold 90 Dell shares in Q2 2022, an estimated $5K.
  • HC Financial Advisors first reported a position in Dell in Q1 2020 and held it in 9 quarters.
  • HC Financial Advisors's Dell position peaked at $9K in Q3 2021.
  • 708 funds tracked by Wall St. Rank held Dell as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.