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Life Planning Partners’s Dell DELL Stock Holding History

Life Planning Partners’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-39
Closed -$2.98K – 102
2023
Q4 		$2.98K Buy
+39
New +$2.76K ﹤0.01% 199
2022
Q3 		$1.33K Hold
39
– – ﹤0.01% 167
2022
Q2 		$2K Hold
39
– – ﹤0.01% 163
2022
Q1 		$2K Hold
39
– – ﹤0.01% 166
2021
Q4 		$2K Buy
+39
New +$2.17K ﹤0.01% 153

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Life Planning Partners's DELL Position: Q1 2024 in Review

Life Planning Partners sold out of Dell (DELL) in Q1 2024, closing a stake of 39 shares — an estimated $2.98K sold.

Life Planning Partners first reported a position in DELL in Q4 2021 and held it in 5 quarters. The position peaked at $2.98K in Q4 2023. 1,027 funds tracked by Wall St. Rank hold DELL as of Q1 2024.

  • Life Planning Partners reported no remaining Dell position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 39 Dell shares in Q1 2024, an estimated $2.98K.
  • Life Planning Partners first reported a position in Dell in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Dell position peaked at $2.98K in Q4 2023.
  • 1,027 funds tracked by Wall St. Rank held Dell as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.