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Meristem Family Wealth’s Donnelley Financial Solutions DFIN Stock Holding History

Meristem Family Wealth’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$1.51M Hold
45,537
– – 0.16% 68
2021
Q4 		$2.15M Hold
45,537
– – 0.18% 61
2021
Q3 		$1.58M Buy
+45,537
New +$1.5M 0.15% 79

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RHJA
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Aberdeen Group
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Dimensional Fund Advisors
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State Street
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WA
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Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Meristem Family Wealth's DFIN Position: Q1 2022 in Review

Meristem Family Wealth held its Donnelley Financial Solutions (DFIN) position steady in Q1 2022 at 45,537 shares worth $1.51M. The position accounts for 0.16% of the portfolio, ranked #68.

Meristem Family Wealth first reported a position in DFIN in Q3 2021 and has held it in 3 quarters since. The position peaked at $2.15M in Q4 2021. 221 funds tracked by Wall St. Rank hold DFIN as of Q1 2022.

  • Meristem Family Wealth held 45,537 shares of Donnelley Financial Solutions worth $1.51M as of Q1 2022.
  • Meristem Family Wealth left its Donnelley Financial Solutions share count unchanged in Q1 2022.
  • Donnelley Financial Solutions made up 0.16% of Meristem Family Wealth's portfolio in Q1 2022, its #68 holding.
  • Meristem Family Wealth first reported a position in Donnelley Financial Solutions in Q3 2021 and has held it in 3 quarters since.
  • Meristem Family Wealth's Donnelley Financial Solutions position peaked at $2.15M in Q4 2021.
  • 221 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.