Lake Street Advisors Group’s Deutsche Bank DB Stock Holding History

Lake Street Advisors Group’s Portfolio DB Stock Details DB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$172K	Buy	+10,101	New	+$174K	0.01%	571
2024 Q1	–	Sell	-10,013	Closed	-$136K	–	659
2023 Q4	$136K	Buy	+10,013	New	+$118K	0.01%	555
2023 Q3	–	Sell	-11,439	Closed	-$121K	–	351
2023 Q2	$121K	Buy	11,439 +1,227	+12%	+$12.9K	0.01%	246
2023 Q1	$104K	Sell	10,212 -508	-5%	-$6.08K	0.01%	241
2022 Q4	$124K	Buy	10,720 +702	+7%	+$6.92K	0.01%	227
2022 Q3	$74K	Sell	10,018 -248	-2%	-$2.11K	0.01%	249
2022 Q2	$90K	Buy	+10,266	New	+$110K	0.01%	213
2021 Q3	–	Sell	-12,346	Closed	-$159K	–	275
2021 Q2	$159K	Buy	12,346 +719	+6%	+$9.75K	0.01%	327
2021 Q1	$140K	Buy	11,627 +1,028	+10%	+$12K	0.01%	320
2020 Q4	$116K	Sell	10,599 -911	-8%	-$9.38K	0.01%	305
2020 Q3	$97K	Sell	11,510 -716	-6%	-$6.71K	0.01%	280
2020 Q2	$116K	Sell	12,226 -2,967	-20%	-$23K	0.01%	267
2020 Q1	$98K	Buy	15,193 +4,502	+42%	+$37.4K	0.01%	242
2019 Q4	$83K	Buy	10,691 +471	+5%	+$3.53K	0.01%	253
2019 Q3	$77K	Buy	+10,220	New	+$77.8K	0.01%	227

Other funds holding DB

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

DekaBank Deutsche Girozentrale

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return