MPS Loria Financial Planners’s Dell DELL Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-397	Closed	-$17K	–	220
2021 Q1	$17K	Sell	397 -404	-50%	-$16.6K	0.01%	248
2020 Q4	$29K	Hold	801	–	–	0.01%	205
2020 Q3	$27K	Hold	801	–	–	0.01%	180
2020 Q2	$22K	Buy	+801	New	+$18K	0.01%	192
2017 Q3	–	Sell	-795	Closed	-$15K	–	146
2017 Q2	$15K	Buy	+795	New	+$14.6K	0.01%	258

Other funds holding DELL

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

NCMU

NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

MPS Loria Financial Planners's DELL Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Dell (DELL) in Q2 2021, closing a stake of 397 shares — an estimated $17K sold.

MPS Loria Financial Planners first reported a position in DELL in Q2 2017 and held it in 5 quarters. The position peaked at $29K in Q4 2020. 753 funds tracked by Wall St. Rank hold DELL as of Q2 2021.

MPS Loria Financial Planners reported no remaining Dell position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 397 Dell shares in Q2 2021, an estimated $17K.
MPS Loria Financial Planners first reported a position in Dell in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Dell position peaked at $29K in Q4 2020.
753 funds tracked by Wall St. Rank held Dell as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.