Montag & Associates’s Domino's DPZ Stock Holding History

Montag & Associates’s Portfolio DPZ Stock Details DPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3	Closed	-$1.2K	–	1002
2024 Q3	$1.2K	Buy	3 +1	+50%	+$435	﹤0.01%	960
2024 Q2	$1.1K	Buy	+2	New	+$1.02K	﹤0.01%	924

Other funds holding DPZ

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montag & Associates's DPZ Position: Q4 2024 in Review

Montag & Associates sold out of Domino's (DPZ) in Q4 2024, closing a stake of 3 shares — an estimated $1.2K sold.

Montag & Associates first reported a position in DPZ in Q2 2024 and held it in 2 quarters. The position peaked at $1.2K in Q3 2024. 738 funds tracked by Wall St. Rank hold DPZ as of Q4 2024.

Montag & Associates reported no remaining Domino's position as of Q4 2024 after selling out during the quarter.
Montag & Associates sold 3 Domino's shares in Q4 2024, an estimated $1.2K.
Montag & Associates first reported a position in Domino's in Q2 2024 and held it in 2 quarters.
Montag & Associates's Domino's position peaked at $1.2K in Q3 2024.
738 funds tracked by Wall St. Rank held Domino's as of Q4 2024.

Based on Montag & Associates's 13F filing for Q4 2024, filed 30 Jan 2025.