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Mraz Amerine & Associates’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Mraz Amerine & Associates’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,208
Closed -$206K – 180
2023
Q4 		$206K Buy
+7,208
New +$193K 0.04% 163
2023
Q3 		– Sell
-8,009
Closed -$213K – 180
2023
Q2 		$213K Buy
+8,009
New +$202K 0.05% 164

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mraz Amerine & Associates's DUHP Position: Q1 2024 in Review

Mraz Amerine & Associates sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q1 2024, closing a stake of 7,208 shares — an estimated $206K sold.

Mraz Amerine & Associates first reported a position in DUHP in Q2 2023 and held it in 2 quarters. The position peaked at $213K in Q2 2023. 260 funds tracked by Wall St. Rank hold DUHP as of Q1 2024.

  • Mraz Amerine & Associates reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q1 2024 after selling out during the quarter.
  • Mraz Amerine & Associates sold 7,208 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q1 2024, an estimated $206K.
  • Mraz Amerine & Associates first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2023 and held it in 2 quarters.
  • Mraz Amerine & Associates's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $213K in Q2 2023.
  • 260 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q1 2024.

Based on Mraz Amerine & Associates's 13F filing for Q1 2024, filed 15 May 2024.