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Intrinsic Edge Capital Management’s Dycom Industries DY Stock Holding History

Intrinsic Edge 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
2021
Q2 		– Sell
-20,000
Closed -$1.86M – 234
2021
Q1 		$1.86M Buy
+20,000
New +$1.73M 0.13% 198
2020
Q2 		– Sell
-100,000
Closed -$2.56M – 218
2020
Q1 		$2.56M Buy
+100,000
New +$3.53M 0.34% 89

Other funds holding DY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Intrinsic Edge Capital Management's DY Position: Q2 2021 in Review

Intrinsic Edge Capital Management sold out of Dycom Industries (DY) in Q2 2021, closing a stake of 20,000 shares — an estimated $1.86M sold.

Intrinsic Edge Capital Management first reported a position in DY in Q1 2020 and held it in 2 quarters. The position peaked at $2.56M in Q1 2020. 226 funds tracked by Wall St. Rank hold DY as of Q2 2021.

  • Intrinsic Edge Capital Management reported no remaining Dycom Industries position as of Q2 2021 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 20,000 Dycom Industries shares in Q2 2021, an estimated $1.86M.
  • Intrinsic Edge Capital Management first reported a position in Dycom Industries in Q1 2020 and held it in 2 quarters.
  • Intrinsic Edge Capital Management's Dycom Industries position peaked at $2.56M in Q1 2020.
  • 226 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2021.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.