JWM
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JGP Wealth Management’s DuPont de Nemours DD Stock Holding History

JGP Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,949
Closed -$228K – 125
2019
Q4 		$228K Sell
2,949
-262
-8% -$21.8K 0.07% 123
2019
Q3 		$271K Sell
3,211
-5,417
-63% -$477K 0.09% 109
2019
Q2 		$813K Sell
8,628
-4,337
-33% -$518K 0.29% 78
2019
Q1 		$1.75M Buy
12,965
+2,343
+22% +$325K 0.66% 53
2018
Q4 		$1.44M Buy
10,622
+329
+3% +$47.2K 0.6% 58
2018
Q3 		$1.68M Sell
10,293
-254
-2% -$43.7K 0.67% 55
2018
Q2 		$1.76M Buy
+10,547
New +$1.77M 0.73% 56

Other funds holding DD

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JGP Wealth Management's DD Position: Q1 2020 in Review

JGP Wealth Management sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 2,949 shares — an estimated $228K sold.

JGP Wealth Management first reported a position in DD in Q2 2018 and held it in 7 quarters. The position peaked at $1.76M in Q2 2018. 1,084 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • JGP Wealth Management reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
  • JGP Wealth Management sold 2,949 DuPont de Nemours shares in Q1 2020, an estimated $228K.
  • JGP Wealth Management first reported a position in DuPont de Nemours in Q2 2018 and held it in 7 quarters.
  • JGP Wealth Management's DuPont de Nemours position peaked at $1.76M in Q2 2018.
  • 1,084 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on JGP Wealth Management's 13F filing for Q1 2020, filed 14 Apr 2020.