Jackson Square Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Jackson Square Capital’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-53	Closed	-$15K	–	195
2020 Q3	$15K	Hold	53	–	–	0.01%	241
2020 Q2	$14K	Sell	53 -134	-72%	-$33K	0.01%	222
2020 Q1	$41K	Sell	187 -179	-49%	-$47.5K	0.03%	132
2019 Q4	$104K	Buy	+366	New	+$101K	0.06%	119

Other funds holding DIA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Jackson Square Capital's DIA Position: Q4 2020 in Review

Jackson Square Capital sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2020, closing a stake of 53 shares — an estimated $15K sold.

Jackson Square Capital first reported a position in DIA in Q4 2019 and held it in 4 quarters. The position peaked at $104K in Q4 2019. 852 funds tracked by Wall St. Rank hold DIA as of Q4 2020.

Jackson Square Capital reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2020 after selling out during the quarter.
Jackson Square Capital sold 53 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2020, an estimated $15K.
Jackson Square Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 4 quarters.
Jackson Square Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $104K in Q4 2019.
852 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.