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Jacobson & Schmitt Advisors’s Digital Realty Trust DLR Stock Holding History

Jacobson & Schmitt Advisors’s Portfolio DLR Stock Details DLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-41,683
Closed -$5.79M – 40
2020
Q1 		$5.79M Buy
+41,683
New +$5.3M 3.28% 15

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobson & Schmitt Advisors's DLR Position: Q2 2020 in Review

Jacobson & Schmitt Advisors sold out of Digital Realty Trust (DLR) in Q2 2020, closing a stake of 41,683 shares — an estimated $5.79M sold.

Jacobson & Schmitt Advisors first reported a position in DLR in Q1 2020 and held it in 1 quarter. The position peaked at $5.79M in Q1 2020. 861 funds tracked by Wall St. Rank hold DLR as of Q2 2020.

  • Jacobson & Schmitt Advisors reported no remaining Digital Realty Trust position as of Q2 2020 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 41,683 Digital Realty Trust shares in Q2 2020, an estimated $5.79M.
  • Jacobson & Schmitt Advisors first reported a position in Digital Realty Trust in Q1 2020 and held it in 1 quarter.
  • Jacobson & Schmitt Advisors's Digital Realty Trust position peaked at $5.79M in Q1 2020.
  • 861 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2020.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.