Ken Fisher’s Dillards DDS Stock Holding History

Ken Fisher’s Portfolio DDS Stock Details DDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-53	Closed	-$17.5K	–	1015
2023 Q3	$17.5K	Sell	53 -4	-7%	-$1.32K	﹤0.01%	1079
2023 Q2	$18.6K	Buy	57 +13	+30%	+$3.98K	﹤0.01%	1081
2023 Q1	$13.5K	Buy	+44	New	+$15.6K	﹤0.01%	1044

Other funds holding DDS

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Ken Fisher's DDS Position: Q4 2023 in Review

Ken Fisher sold out of Dillards (DDS) in Q4 2023, closing a stake of 53 shares — an estimated $17.5K sold.

Ken Fisher first reported a position in DDS in Q1 2023 and held it in 3 quarters. The position peaked at $18.6K in Q2 2023. 227 funds tracked by Wall St. Rank hold DDS as of Q4 2023.

Ken Fisher reported no remaining Dillards position as of Q4 2023 after selling out during the quarter.
Ken Fisher sold 53 Dillards shares in Q4 2023, an estimated $17.5K.
Ken Fisher first reported a position in Dillards in Q1 2023 and held it in 3 quarters.
Ken Fisher's Dillards position peaked at $18.6K in Q2 2023.
227 funds tracked by Wall St. Rank held Dillards as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.