MinichMacGregor Wealth Management’s Dell DELL Stock Holding History

MinichMacGregor Wealth Management’s Portfolio DELL Stock Details DELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-472	Closed	-$19K	–	222
2022 Q4	$19K	Buy	+472	New	+$18.7K	0.01%	325
2018 Q4	–	Sell	-224	Closed	-$6K	–	191
2018 Q3	$6K	Hold	224	–	–	﹤0.01%	369
2018 Q2	$5K	Hold	224	–	–	﹤0.01%	371
2018 Q1	$4K	Hold	224	–	–	﹤0.01%	385
2017 Q4	$5K	Hold	224	–	–	﹤0.01%	365
2017 Q3	$4K	Hold	224	–	–	﹤0.01%	360
2017 Q2	$3K	Hold	224	–	–	﹤0.01%	372
2017 Q1	$4K	Hold	224	–	–	﹤0.01%	353
2016 Q4	$3K	Sell	224 -36	-14%	-$516	﹤0.01%	362
2016 Q3	$3K	Buy	+260	New	+$3.53K	﹤0.01%	356

Other funds holding DELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MinichMacGregor Wealth Management's DELL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Dell (DELL) in Q1 2023, closing a stake of 472 shares — an estimated $19K sold.

MinichMacGregor Wealth Management first reported a position in DELL in Q3 2016 and held it in 10 quarters. The position peaked at $19K in Q4 2022. 649 funds tracked by Wall St. Rank hold DELL as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Dell position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 472 Dell shares in Q1 2023, an estimated $19K.
MinichMacGregor Wealth Management first reported a position in Dell in Q3 2016 and held it in 10 quarters.
MinichMacGregor Wealth Management's Dell position peaked at $19K in Q4 2022.
649 funds tracked by Wall St. Rank held Dell as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.