KJHP
DIA icon

K.J. Harrison & Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

K.J. Harrison & Partners’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
2021
Q3 		– Sell
-5,000
Closed -$1.73K – 390
2021
Q2 		$1.73K Hold
5,000
– – 0.18% 116
2021
Q1 		$1.65M Buy
+5,000
New +$1.58M 0.26% 117

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

K.J. Harrison & Partners's DIA Position: Q3 2021 in Review

K.J. Harrison & Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2021, closing a stake of 5,000 shares — an estimated $1.73K sold.

K.J. Harrison & Partners first reported a position in DIA in Q1 2021 and held it in 2 quarters. The position peaked at $1.65M in Q1 2021. 887 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

  • K.J. Harrison & Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2021 after selling out during the quarter.
  • K.J. Harrison & Partners sold 5,000 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $1.73K.
  • K.J. Harrison & Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and held it in 2 quarters.
  • K.J. Harrison & Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $1.65M in Q1 2021.
  • 887 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on K.J. Harrison & Partners's 13F filing for Q3 2021, filed 5 Nov 2021.