Householder Group Estate & Retirement Specialist’s Dillards DDS Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio DDS Stock Details DDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$14K	Sell	34 -5	-13%	-$2.05K	0.01%	328
2024 Q3	$15K	Sell	39 -276	-88%	-$105K	﹤0.01%	745
2024 Q2	$138K	Sell	315 -32	-9%	-$13.8K	0.04%	292
2024 Q1	$164K	Sell	347 -114	-25%	-$46.7K	0.05%	269
2023 Q4	$186K	Hold	461	–	–	0.06%	247
2023 Q3	$153K	Buy	+461	New	+$152K	0.06%	247
2023 Q1	$102K	Buy	+331	New	+$118K	0.04%	302
2022 Q4	–	Sell	-439	Closed	-$119K	–	484
2022 Q3	$119K	Buy	+439	New	+$116K	0.05%	238

Other funds holding DDS

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWM

ClientFirst Wealth Management Little Rock, Arkansas $122M AUM 28.93% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DDS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Dillards (DDS) stake by 13% in Q4 2024, selling an estimated $2.05K and leaving 34 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #328.

Householder Group Estate & Retirement Specialist first reported a position in DDS in Q3 2022 and has held it in 8 quarters since. The position peaked at $186K in Q4 2023. 241 funds tracked by Wall St. Rank hold DDS as of Q4 2024.

Householder Group Estate & Retirement Specialist held 34 shares of Dillards worth $14K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 5 Dillards shares in Q4 2024, an estimated $2.05K.
Dillards made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #328 holding.
Householder Group Estate & Retirement Specialist first reported a position in Dillards in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Dillards position peaked at $186K in Q4 2023.
241 funds tracked by Wall St. Rank held Dillards as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.