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Long Island Wealth Management’s Douglas Emmett DEI Stock Holding History

Long Island Wealth Management’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-35
Closed -$1K – 152
2023
Q4 		$1K Buy
+35
New +$444 ﹤0.01% 384

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T. Rowe Price Associates
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
FPA
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CIM
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Long Island Wealth Management's DEI Position: Q1 2024 in Review

Long Island Wealth Management sold out of Douglas Emmett (DEI) in Q1 2024, closing a stake of 35 shares — an estimated $1K sold.

Long Island Wealth Management first reported a position in DEI in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 242 funds tracked by Wall St. Rank hold DEI as of Q1 2024.

  • Long Island Wealth Management reported no remaining Douglas Emmett position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 35 Douglas Emmett shares in Q1 2024, an estimated $1K.
  • Long Island Wealth Management first reported a position in Douglas Emmett in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Douglas Emmett position peaked at $1K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Douglas Emmett as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.