KPCM
DPLO

Kings Point Capital Management’s DIPLOMAT PHARMACY, INC. DPLO Stock Holding History

Kings Point Capital Management’s Portfolio DPLO Stock Details DPLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-24,400
Closed -$120K – 511
2019
Q3 		$120K Hold
24,400
– – 0.02% 210
2019
Q2 		$149K Sell
24,400
-17,028
-41% -$90.5K 0.03% 163
2019
Q1 		$241K Sell
41,428
-15,500
-27% -$160K 0.05% 128
2018
Q4 		$766K Sell
56,928
-12,228
-18% -$206K 0.17% 86
2018
Q3 		$1.34M Buy
+69,156
New +$1.47M 0.25% 86

Other funds holding DPLO

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kings Point Capital Management's DPLO Position: Q4 2019 in Review

Kings Point Capital Management sold out of DIPLOMAT PHARMACY, INC. (DPLO) in Q4 2019, closing a stake of 24,400 shares — an estimated $120K sold.

Kings Point Capital Management first reported a position in DPLO in Q3 2018 and held it in 5 quarters. The position peaked at $1.34M in Q3 2018. 138 funds tracked by Wall St. Rank hold DPLO as of Q4 2019.

  • Kings Point Capital Management reported no remaining DIPLOMAT PHARMACY, INC. position as of Q4 2019 after selling out during the quarter.
  • Kings Point Capital Management sold 24,400 DIPLOMAT PHARMACY, INC. shares in Q4 2019, an estimated $120K.
  • Kings Point Capital Management first reported a position in DIPLOMAT PHARMACY, INC. in Q3 2018 and held it in 5 quarters.
  • Kings Point Capital Management's DIPLOMAT PHARMACY, INC. position peaked at $1.34M in Q3 2018.
  • 138 funds tracked by Wall St. Rank held DIPLOMAT PHARMACY, INC. as of Q4 2019.

Based on Kings Point Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.