NERM
DELL

New England Research & Management’s DELL INC DELL Stock Holding History

New England Research & Management’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
2025
Q4 		– Sell
-18,086
Closed -$2.56M – 177
2025
Q3 		$2.56M Sell
18,086
-9,749
-35% -$1.38M 1.18% 21
2025
Q2 		$3.41M Sell
27,835
-5,665
-17% -$695K 1.62% 15
2025
Q1 		$3.05M Buy
33,500
+5,400
+19% +$492K 1.55% 18
2024
Q4 		$3.24M Buy
28,100
+18,750
+201% +$2.16M 1.65% 15
2024
Q3 		$1.11M Buy
9,350
+1,475
+19% +$175K 0.52% 68
2024
Q2 		$1.09M Sell
7,875
-6,426
-45% -$886K 0.52% 65
2024
Q1 		$1.63M Buy
+14,301
New +$1.63M 0.8% 41

Other funds holding DELL

SIP
Stoneridge Investment Partners Radnor, Pennsylvania $138M AUM 7.66% 1-Year Est. Return
USWG
U.S. Wealth Group Woodbury, New York $152M AUM 25.45% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return