Janiczek Wealth Management’s Douglas Emmett DEI Stock Holding History

Janiczek Wealth Management’s Portfolio DEI Stock Details DEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9	Closed	-$115	–	1140
2023 Q3	$115	Hold	9	–	–	﹤0.01%	1039
2023 Q2	$114	Sell	9 -45	-83%	-$544	﹤0.01%	971
2023 Q1	$667	Buy	+54	New	+$784	﹤0.01%	889

Other funds holding DEI

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

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

Janiczek Wealth Management's DEI Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Douglas Emmett (DEI) in Q4 2023, closing a stake of 9 shares — an estimated $115 sold.

Janiczek Wealth Management first reported a position in DEI in Q1 2023 and held it in 3 quarters. The position peaked at $667 in Q1 2023. 259 funds tracked by Wall St. Rank hold DEI as of Q4 2023.

Janiczek Wealth Management reported no remaining Douglas Emmett position as of Q4 2023 after selling out during the quarter.
Janiczek Wealth Management sold 9 Douglas Emmett shares in Q4 2023, an estimated $115.
Janiczek Wealth Management first reported a position in Douglas Emmett in Q1 2023 and held it in 3 quarters.
Janiczek Wealth Management's Douglas Emmett position peaked at $667 in Q1 2023.
259 funds tracked by Wall St. Rank held Douglas Emmett as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.