MSFP
DO

Mark Sheptoff Financial Planning’s Diamond Offshore Drilling, Inc. DO Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DO Stock Details DO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,300
Closed -$77.8K – 409
2023
Q3 		$77.8K Buy
5,300
+600
+13% +$9.16K 0.05% 121
2023
Q2 		$66.9K Buy
+4,700
New +$55.6K 0.04% 140

Other funds holding DO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mark Sheptoff Financial Planning's DO Position: Q4 2023 in Review

Mark Sheptoff Financial Planning sold out of Diamond Offshore Drilling, Inc. (DO) in Q4 2023, closing a stake of 5,300 shares — an estimated $77.8K sold.

Mark Sheptoff Financial Planning first reported a position in DO in Q2 2023 and held it in 2 quarters. The position peaked at $77.8K in Q3 2023. 185 funds tracked by Wall St. Rank hold DO as of Q4 2023.

  • Mark Sheptoff Financial Planning reported no remaining Diamond Offshore Drilling, Inc. position as of Q4 2023 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 5,300 Diamond Offshore Drilling, Inc. shares in Q4 2023, an estimated $77.8K.
  • Mark Sheptoff Financial Planning first reported a position in Diamond Offshore Drilling, Inc. in Q2 2023 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Diamond Offshore Drilling, Inc. position peaked at $77.8K in Q3 2023.
  • 185 funds tracked by Wall St. Rank held Diamond Offshore Drilling, Inc. as of Q4 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2023, filed 9 Feb 2024.