Hood River Capital Management’s Dycom Industries DY Stock Holding History

Hood River Capital Management’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
2020 Q2	–	Sell	-659,355	Closed	-$16.9M	–	105
2020 Q1	$16.9M	Sell	659,355 -181,822	-22%	-$6.43M	0.97%	42
2019 Q4	$39.7M	Buy	841,177 +372,470	+79%	+$18.1M	1.71%	16
2019 Q3	$23.9M	Buy	468,707 +18,537	+4%	+$935K	1.22%	31
2019 Q2	$26.5M	Buy	450,170 +122,470	+37%	+$6.27M	1.24%	31
2019 Q1	$15.1M	Buy	+327,700	New	+$17.9M	0.76%	57
2015 Q4	–	Sell	-82,818	Closed	-$5.99M	–	94
2015 Q3	$5.99M	Sell	82,818 -41,970	-34%	-$2.91M	0.83%	50
2015 Q2	$7.34M	Buy	124,788 +409	+0.3%	+$21.7K	0.9%	47
2015 Q1	$6.08M	Sell	124,379 -5,192	-4%	-$204K	0.75%	63
2014 Q4	$4.55M	Sell	129,571 -166	-0.1%	-$4.97K	0.58%	73
2014 Q3	$3.98M	Buy	+129,737	New	+$3.95M	0.55%	71

Other funds holding DY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hood River Capital Management's DY Position: Q2 2020 in Review

Hood River Capital Management sold out of Dycom Industries (DY) in Q2 2020, closing a stake of 659,355 shares — an estimated $16.9M sold.

Hood River Capital Management first reported a position in DY in Q3 2014 and held it in 10 quarters. The position peaked at $39.7M in Q4 2019. 211 funds tracked by Wall St. Rank hold DY as of Q2 2020.

Hood River Capital Management reported no remaining Dycom Industries position as of Q2 2020 after selling out during the quarter.
Hood River Capital Management sold 659,355 Dycom Industries shares in Q2 2020, an estimated $16.9M.
Hood River Capital Management first reported a position in Dycom Industries in Q3 2014 and held it in 10 quarters.
Hood River Capital Management's Dycom Industries position peaked at $39.7M in Q4 2019.
211 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2020.

Based on Hood River Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.