Kerrisdale Advisers’s Dropbox DBX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-107,865
Closed -$2.74M 91
2024
Q3
$2.74M Sell
107,865
-4,050
-4% -$103K 0.93% 30
2024
Q2
$2.51M Buy
111,915
+44,700
+67% +$1M 0.79% 37
2024
Q1
$1.63M Buy
+67,215
New +$1.63M 0.51% 45
2021
Q1
Sell
-549,130
Closed -$12.2M 61
2020
Q4
$12.2M Sell
549,130
-310,000
-36% -$6.88M 0.94% 39
2020
Q3
$16.5M Sell
859,130
-314,041
-27% -$6.05M 1.24% 27
2020
Q2
$25.5M Buy
1,173,171
+341,062
+41% +$7.42M 2.87% 12
2020
Q1
$15.1M Buy
+832,109
New +$15.1M 2.88% 15