LWM
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Lyons Wealth Management’s DuPont de Nemours DD Stock Holding History

Lyons 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
2018
Q2 		– Sell
-1,365
Closed -$221K – 53
2018
Q1 		$221K Buy
1,365
+2
+0.1% +$362 0.34% 43
2017
Q4 		$245K Buy
+1,363
New +$245K 0.4% 41

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lyons Wealth Management's DD Position: Q2 2018 in Review

Lyons Wealth Management sold out of DuPont de Nemours (DD) in Q2 2018, closing a stake of 1,365 shares — an estimated $221K sold.

Lyons Wealth Management first reported a position in DD in Q4 2017 and held it in 2 quarters. The position peaked at $245K in Q4 2017. 1,820 funds tracked by Wall St. Rank hold DD as of Q2 2018.

  • Lyons Wealth Management reported no remaining DuPont de Nemours position as of Q2 2018 after selling out during the quarter.
  • Lyons Wealth Management sold 1,365 DuPont de Nemours shares in Q2 2018, an estimated $221K.
  • Lyons Wealth Management first reported a position in DuPont de Nemours in Q4 2017 and held it in 2 quarters.
  • Lyons Wealth Management's DuPont de Nemours position peaked at $245K in Q4 2017.
  • 1,820 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2018.

Based on Lyons Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.