Lyell Wealth Management’s DuPont de Nemours DD Stock Holding History

Lyell 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
2019 Q2	–	Sell	-2,076	Closed	-$280K	–	125
2019 Q1	$280K	Sell	2,076 -1,429	-41%	-$198K	0.09%	105
2018 Q4	$475K	Sell	3,505 -1,389	-28%	-$199K	0.2%	80
2018 Q3	$797K	Sell	4,894 -1,160	-19%	-$200K	0.27%	74
2018 Q2	$1.01M	Sell	6,054 -20	-0.3%	-$3.35K	0.37%	72
2018 Q1	$980K	Buy	6,074 +227	+4%	+$41.1K	0.36%	69
2017 Q4	$1.05M	Buy	5,847 +740	+14%	+$133K	0.42%	66
2017 Q3	$895K	Buy	+5,107	New	+$852K	0.39%	68
2017 Q2	–	Sell	-1,233	Closed	-$200K	–	104
2017 Q1	$200K	Buy	+1,233	New	+$191K	0.11%	98

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Lyell Wealth Management's DD Position: Q2 2019 in Review

Lyell Wealth Management sold out of DuPont de Nemours (DD) in Q2 2019, closing a stake of 2,076 shares — an estimated $280K sold.

Lyell Wealth Management first reported a position in DD in Q1 2017 and held it in 8 quarters. The position peaked at $1.05M in Q4 2017. 1,373 funds tracked by Wall St. Rank hold DD as of Q2 2019.

Lyell Wealth Management reported no remaining DuPont de Nemours position as of Q2 2019 after selling out during the quarter.
Lyell Wealth Management sold 2,076 DuPont de Nemours shares in Q2 2019, an estimated $280K.
Lyell Wealth Management first reported a position in DuPont de Nemours in Q1 2017 and held it in 8 quarters.
Lyell Wealth Management's DuPont de Nemours position peaked at $1.05M in Q4 2017.
1,373 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2019.

Based on Lyell Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.