Jones Financial Companies
DRE

Jones Financial Companies’s Duke Realty Corp. DRE Stock Holding History

Jones Financial Companies’s Portfolio DRE Stock Details DRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-740
Closed -$36K – 784
2022
Q3 		$36K Hold
740
– – ﹤0.01% 347
2022
Q2 		$41K Hold
740
– – ﹤0.01% 345
2022
Q1 		$43K Hold
740
– – ﹤0.01% 366
2021
Q4 		$49K Sell
740
-722
-49% -$41.7K ﹤0.01% 368
2021
Q3 		$70K Hold
1,462
– – ﹤0.01% 299
2021
Q2 		$69K Hold
1,462
– – ﹤0.01% 292
2021
Q1 		$61K Sell
1,462
-1,049
-42% -$42.3K ﹤0.01% 328
2020
Q4 		$100K Buy
+2,511
New +$98K ﹤0.01% 251
2013
Q4 		– Sell
-2,996
Closed -$46K – 571
2013
Q3 		$46K Sell
2,996
-100
-3% -$1.57K ﹤0.01% 309
2013
Q2 		$48K Buy
+3,096
New +$52.7K ﹤0.01% 324

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jones Financial Companies's DRE Position: Q4 2022 in Review

Jones Financial Companies sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 740 shares — an estimated $36K sold.

Jones Financial Companies first reported a position in DRE in Q2 2013 and held it in 10 quarters. The position peaked at $100K in Q4 2020. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Jones Financial Companies reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Jones Financial Companies sold 740 Duke Realty Corp. shares in Q4 2022, an estimated $36K.
  • Jones Financial Companies first reported a position in Duke Realty Corp. in Q2 2013 and held it in 10 quarters.
  • Jones Financial Companies's Duke Realty Corp. position peaked at $100K in Q4 2020.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Jones Financial Companies's 13F filing for Q4 2022, filed 13 Feb 2023.