LGWM
DD icon

Litman Gregory Wealth Management’s DuPont de Nemours DD Stock Holding History

Litman Gregory Wealth Management’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
2020
Q1 		– Sell
-319
Closed -$26K – 175
2019
Q4 		$26K Sell
319
-177
-36% -$14.7K 0.01% 111
2019
Q3 		$44K Sell
496
-178
-26% -$15.7K 0.01% 79
2019
Q2 		$64K Buy
+674
New +$80.5K 0.02% 79
2018
Q1 		– Sell
-331
Closed -$60K – 169
2017
Q4 		$60K Hold
331
– – 0.02% 47
2017
Q3 		$58K Buy
+331
New +$55.2K 0.03% 47

Other funds holding DD

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Litman Gregory Wealth Management's DD Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 319 shares — an estimated $26K sold.

Litman Gregory Wealth Management first reported a position in DD in Q3 2017 and held it in 5 quarters. The position peaked at $64K in Q2 2019. 1,085 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 319 DuPont de Nemours shares in Q1 2020, an estimated $26K.
  • Litman Gregory Wealth Management first reported a position in DuPont de Nemours in Q3 2017 and held it in 5 quarters.
  • Litman Gregory Wealth Management's DuPont de Nemours position peaked at $64K in Q2 2019.
  • 1,085 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.