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McElhenny Sheffield Capital Management’s Dorchester Minerals DMLP Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-475
Closed -$14.2K – 210
2022
Q4 		$14.2K Buy
+475
New +$13.7K 0.01% 301

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RA
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Morgan Stanley
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AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
GIM
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MIM
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

McElhenny Sheffield Capital Management's DMLP Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Dorchester Minerals (DMLP) in Q1 2023, closing a stake of 475 shares — an estimated $14.2K sold.

McElhenny Sheffield Capital Management first reported a position in DMLP in Q4 2022 and held it in 1 quarter. The position peaked at $14.2K in Q4 2022. 106 funds tracked by Wall St. Rank hold DMLP as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Dorchester Minerals position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 475 Dorchester Minerals shares in Q1 2023, an estimated $14.2K.
  • McElhenny Sheffield Capital Management first reported a position in Dorchester Minerals in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Dorchester Minerals position peaked at $14.2K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Dorchester Minerals as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.