Householder Group Estate & Retirement Specialist’s Dell DELL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$13K	Sell	113 -39	-26%	-$4.89K	0.01%	337
2024 Q3	$18K	Hold	152	–	–	0.01%	711
2024 Q2	$20K	Buy	+152	New	+$20.4K	0.01%	678
2023 Q4	–	Sell	-309	Closed	-$21.3K	–	1175
2023 Q3	$21.3K	Buy	+309	New	+$18.4K	0.01%	628
2023 Q1	$12K	Hold	309	–	–	﹤0.01%	751
2022 Q4	$12K	Sell	309 -609	-66%	-$24.1K	0.02%	210
2022 Q3	$31K	Buy	+918	New	+$38.6K	0.01%	491

Other funds holding DELL

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Householder Group Estate & Retirement Specialist reduced its Dell (DELL) stake by 26% in Q4 2024, selling an estimated $4.89K and leaving 113 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #337.

Householder Group Estate & Retirement Specialist first reported a position in DELL in Q3 2022 and has held it in 7 quarters since. The position peaked at $31K in Q3 2022. 1,305 funds tracked by Wall St. Rank hold DELL as of Q4 2024.

Householder Group Estate & Retirement Specialist held 113 shares of Dell worth $13K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 39 Dell shares in Q4 2024, an estimated $4.89K.
Dell made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #337 holding.
Householder Group Estate & Retirement Specialist first reported a position in Dell in Q3 2022 and has held it in 7 quarters since.
Householder Group Estate & Retirement Specialist's Dell position peaked at $31K in Q3 2022.
1,305 funds tracked by Wall St. Rank held Dell as of Q4 2024.

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