LGWM
DNKN

Litman Gregory Wealth Management’s Dunkin' Brands Group, Inc. DNKN Stock Holding History

Litman Gregory Wealth Management’s Portfolio DNKN Stock Details DNKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-19
Closed -$2K – 272
2019
Q3 		$2K Sell
19
-19
-50% -$1.54K ﹤0.01% 192
2019
Q2 		$3K Buy
+38
New +$2.89K ﹤0.01% 210

Other funds holding DNKN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Litman Gregory Wealth Management's DNKN Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Dunkin' Brands Group, Inc. (DNKN) in Q4 2019, closing a stake of 19 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in DNKN in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 440 funds tracked by Wall St. Rank hold DNKN as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Dunkin' Brands Group, Inc. position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 19 Dunkin' Brands Group, Inc. shares in Q4 2019, an estimated $2K.
  • Litman Gregory Wealth Management first reported a position in Dunkin' Brands Group, Inc. in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Dunkin' Brands Group, Inc. position peaked at $3K in Q2 2019.
  • 440 funds tracked by Wall St. Rank held Dunkin' Brands Group, Inc. as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.