MA
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Mutual Advisors’s Daily Journal DJCO Stock Holding History

Mutual Advisors’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-652
Closed -$236K – 1100
2024
Q1 		$236K Hold
652
– – 0.01% 970
2023
Q4 		$222K Buy
+652
New +$204K 0.01% 928
2022
Q2 		– Sell
-797
Closed -$249K – 862
2022
Q1 		$249K Buy
797
+29
+4% +$9.43K 0.01% 763
2021
Q4 		$274K Hold
768
– – 0.01% 761
2021
Q3 		$246K Sell
768
-50
-6% -$16.4K 0.01% 769
2021
Q2 		$277K Sell
818
-200
-20% -$64.2K 0.02% 697
2021
Q1 		$322K Sell
1,018
-50
-5% -$16.9K 0.02% 616
2020
Q4 		$431K Hold
1,068
– – 0.03% 504
2020
Q3 		$258K Sell
1,068
-50
-4% -$13.7K 0.02% 574
2020
Q2 		$302K Hold
1,118
– – 0.03% 505
2020
Q1 		$255K Hold
1,118
– – 0.03% 435
2019
Q4 		$325K Sell
1,118
-15
-1% -$4.2K 0.03% 442
2019
Q3 		$280K Hold
1,133
– – 0.04% 433
2019
Q2 		$270K Hold
1,133
– – 0.04% 464
2019
Q1 		$243K Buy
1,133
+40
+4% +$8.87K 0.04% 404
2018
Q4 		$256K Hold
1,093
– – 0.05% 357
2018
Q3 		$263K Sell
1,093
-85
-7% -$20K 0.04% 395
2018
Q2 		$271K Hold
1,178
– – 0.06% 348
2018
Q1 		$269K Sell
1,178
-4
-0.3% -$918 0.07% 333
2017
Q4 		$272K Buy
+1,182
New +$278K 0.1% 231

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AZ
Aquamarine Zurich Zurich, Switzerland $144M AUM 5.41% 1-Year Est. Return

Mutual Advisors's DJCO Position: Q2 2024 in Review

Mutual Advisors sold out of Daily Journal (DJCO) in Q2 2024, closing a stake of 652 shares — an estimated $236K sold.

Mutual Advisors first reported a position in DJCO in Q4 2017 and held it in 20 quarters. The position peaked at $431K in Q4 2020. 71 funds tracked by Wall St. Rank hold DJCO as of Q2 2024.

  • Mutual Advisors reported no remaining Daily Journal position as of Q2 2024 after selling out during the quarter.
  • Mutual Advisors sold 652 Daily Journal shares in Q2 2024, an estimated $236K.
  • Mutual Advisors first reported a position in Daily Journal in Q4 2017 and held it in 20 quarters.
  • Mutual Advisors's Daily Journal position peaked at $431K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held Daily Journal as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.