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Lake Street Advisors Group’s DuPont de Nemours DD Stock Holding History

Lake Street Advisors Group’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$323K Buy
3,371
+105
+3% +$10.9K 0.01% 424
2024
Q3 		$365K Buy
3,266
+40
+1% +$4.07K 0.02% 399
2024
Q2 		$326K Buy
3,226
+132
+4% +$12.9K 0.02% 425
2024
Q1 		$298K Sell
3,094
-105
-3% -$9.34K 0.01% 460
2023
Q4 		$309K Buy
+3,199
New +$291K 0.02% 429
2021
Q3 		– Sell
-2,984
Closed -$292K – 276
2021
Q2 		$292K Buy
2,984
+12
+0.4% +$1.21K 0.02% 251
2021
Q1 		$288K Buy
2,972
+62
+2% +$5.94K 0.02% 246
2020
Q4 		$260K Sell
2,910
-271
-9% -$21.3K 0.02% 253
2020
Q3 		$222K Buy
3,181
+103
+3% +$7.22K 0.02% 246
2020
Q2 		$205K Buy
+3,078
New +$180K 0.02% 252
2019
Q4 		– Sell
-2,521
Closed -$226K – 256
2019
Q3 		$226K Buy
+2,521
New +$222K 0.02% 198
2019
Q2 		– Sell
-4,179
Closed -$564K – 234
2019
Q1 		$564K Sell
4,179
-1,241
-23% -$172K 0.06% 97
2018
Q4 		$734K Buy
5,420
+1,543
+40% +$222K 0.09% 67
2018
Q3 		$631K Sell
3,877
-1,865
-32% -$321K 0.07% 72
2018
Q2 		$959K Sell
5,742
-359
-6% -$60.1K 0.1% 81
2018
Q1 		$984K Buy
6,101
+139
+2% +$25.1K 0.11% 68
2017
Q4 		$1.07M Buy
+5,962
New +$1.07M 0.12% 65

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's DD Position: Q4 2024 in Review

Lake Street Advisors Group increased its DuPont de Nemours (DD) stake by 3.2% in Q4 2024, buying an estimated $10.9K and bringing the position to 3,371 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #424.

Lake Street Advisors Group first reported a position in DD in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.07M in Q4 2017. 1,415 funds tracked by Wall St. Rank hold DD as of Q4 2024.

  • Lake Street Advisors Group held 3,371 shares of DuPont de Nemours worth $323K as of Q4 2024.
  • Lake Street Advisors Group bought 105 DuPont de Nemours shares in Q4 2024, an estimated $10.9K.
  • DuPont de Nemours made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #424 holding.
  • Lake Street Advisors Group first reported a position in DuPont de Nemours in Q4 2017 and has held it in 17 quarters since.
  • Lake Street Advisors Group's DuPont de Nemours position peaked at $1.07M in Q4 2017.
  • 1,415 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.