MWM
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Moran Wealth Management’s Dillards DDS Stock Holding History

Moran Wealth Management’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,389
Closed -$9.14M – 397
2024
Q1 		$9.14M Sell
19,389
-712
-4% -$292K 0.3% 113
2023
Q4 		$8.11M Sell
20,101
-842
-4% -$286K 0.29% 116
2023
Q3 		$6.93M Buy
20,943
+253
+1% +$83.6K 0.27% 130
2023
Q2 		$6.75M Buy
20,690
+1,268
+7% +$388K 0.25% 139
2023
Q1 		$5.98M Buy
19,422
+7,144
+58% +$2.54M 0.23% 141
2022
Q4 		$3.97M Buy
+12,278
New +$4M 0.15% 172

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Moran Wealth Management's DDS Position: Q2 2024 in Review

Moran Wealth Management sold out of Dillards (DDS) in Q2 2024, closing a stake of 19,389 shares — an estimated $9.14M sold.

Moran Wealth Management first reported a position in DDS in Q4 2022 and held it in 6 quarters. The position peaked at $9.14M in Q1 2024. 253 funds tracked by Wall St. Rank hold DDS as of Q2 2024.

  • Moran Wealth Management reported no remaining Dillards position as of Q2 2024 after selling out during the quarter.
  • Moran Wealth Management sold 19,389 Dillards shares in Q2 2024, an estimated $9.14M.
  • Moran Wealth Management first reported a position in Dillards in Q4 2022 and held it in 6 quarters.
  • Moran Wealth Management's Dillards position peaked at $9.14M in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Dillards as of Q2 2024.

Based on Moran Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.