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Heritage Financial Services’s Dycom Industries DY Stock Holding History

Heritage Financial Services’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-51
Closed -$4K – 179
2022
Q2 		$4K Buy
+51
New +$4.54K ﹤0.01% 361

Other funds holding DY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Financial Services's DY Position: Q3 2022 in Review

Heritage Financial Services sold out of Dycom Industries (DY) in Q3 2022, closing a stake of 51 shares — an estimated $4K sold.

Heritage Financial Services first reported a position in DY in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 278 funds tracked by Wall St. Rank hold DY as of Q3 2022.

  • Heritage Financial Services reported no remaining Dycom Industries position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 51 Dycom Industries shares in Q3 2022, an estimated $4K.
  • Heritage Financial Services first reported a position in Dycom Industries in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Dycom Industries position peaked at $4K in Q2 2022.
  • 278 funds tracked by Wall St. Rank held Dycom Industries as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.