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MassMutual Private Wealth & Trust’s Douglas Elliman DOUG Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-85
Closed – – 1824
2022
Q4 		$0 Sell
85
-256
-75% -$1.02K ﹤0.01% 1691
2022
Q3 		$1K Sell
341
-164
-32% -$810 ﹤0.01% 1399
2022
Q2 		$2K Buy
+505
New +$2.8K ﹤0.01% 1124

Other funds holding DOUG

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

MassMutual Private Wealth & Trust's DOUG Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of Douglas Elliman (DOUG) in Q1 2023, closing a stake of 85 shares.

MassMutual Private Wealth & Trust first reported a position in DOUG in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 165 funds tracked by Wall St. Rank hold DOUG as of Q1 2023.

  • MassMutual Private Wealth & Trust reported no remaining Douglas Elliman position as of Q1 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 85 Douglas Elliman shares in Q1 2023.
  • MassMutual Private Wealth & Trust first reported a position in Douglas Elliman in Q2 2022 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Douglas Elliman position peaked at $2K in Q2 2022.
  • 165 funds tracked by Wall St. Rank held Douglas Elliman as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.