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	-$60	–	169
2017 Q4	$60	Hold	331	–	–	0.02%	47
2017 Q3	$58K	Buy	+331	New	+$55.2K	0.03%	47

Other funds holding DD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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. 1,084 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.
1,084 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.