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Institutional & Family Asset Management’s Dell DELL Stock Holding History

Institutional & Family Asset Management’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
Q2 		– Sell
-16
Closed -$1.83K – 758
2024
Q1 		$1.83K Hold
16
– – ﹤0.01% 587
2023
Q4 		$1.22K Hold
16
– – ﹤0.01% 600
2023
Q3 		$1.1K Hold
16
– – ﹤0.01% 607
2023
Q2 		$866 Hold
16
– – ﹤0.01% 642
2023
Q1 		$643 Hold
16
– – ﹤0.01% 655
2022
Q4 		$644 Hold
16
– – ﹤0.01% 642
2022
Q3 		$1K Hold
16
– – ﹤0.01% 624
2022
Q2 		$1K Hold
16
– – ﹤0.01% 643
2022
Q1 		$1K Hold
16
– – ﹤0.01% 686
2021
Q4 		$1K Sell
16
-16
-50% -$892 ﹤0.01% 710
2021
Q3 		$2K Hold
32
– – ﹤0.01% 765
2021
Q2 		$2K Hold
32
– – ﹤0.01% 812
2021
Q1 		$1K Hold
32
– – ﹤0.01% 852
2020
Q4 		$1K Hold
32
– – ﹤0.01% 828
2020
Q3 		$1K Hold
32
– – ﹤0.01% 776
2020
Q2 		$1K Hold
32
– – ﹤0.01% 761
2020
Q1 		$1K Hold
32
– – ﹤0.01% 723
2019
Q4 		$1K Hold
32
– – ﹤0.01% 798
2019
Q3 		$1K Hold
32
– – ﹤0.01% 772
2019
Q2 		$1K Hold
32
– – ﹤0.01% 791
2019
Q1 		$1K Buy
+32
New +$843 ﹤0.01% 780
2018
Q4 		– Sell
-32
Closed -$1K – 834
2018
Q3 		$1K Hold
32
– – ﹤0.01% 795
2018
Q2 		$1K Hold
32
– – ﹤0.01% 787
2018
Q1 		$1K Buy
+32
New +$690 ﹤0.01% 776

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional & Family Asset Management's DELL Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Dell (DELL) in Q2 2024, closing a stake of 16 shares — an estimated $1.83K sold.

Institutional & Family Asset Management first reported a position in DELL in Q1 2018 and held it in 24 quarters. The position peaked at $2K in Q3 2021. 1,217 funds tracked by Wall St. Rank hold DELL as of Q2 2024.

  • Institutional & Family Asset Management reported no remaining Dell position as of Q2 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 16 Dell shares in Q2 2024, an estimated $1.83K.
  • Institutional & Family Asset Management first reported a position in Dell in Q1 2018 and held it in 24 quarters.
  • Institutional & Family Asset Management's Dell position peaked at $2K in Q3 2021.
  • 1,217 funds tracked by Wall St. Rank held Dell as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.