OPS
PLOW icon

Orion Portfolio Solutions’s Douglas Dynamics PLOW Stock Holding History

Orion Portfolio Solutions’s Portfolio PLOW Stock Details PLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,649
Closed -$212K – 1670
2023
Q1 		$212K Buy
+6,649
New +$245K ﹤0.01% 1490

Other funds holding PLOW

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Orion Portfolio Solutions's PLOW Position: Q2 2023 in Review

Orion Portfolio Solutions sold out of Douglas Dynamics (PLOW) in Q2 2023, closing a stake of 6,649 shares — an estimated $212K sold.

Orion Portfolio Solutions first reported a position in PLOW in Q1 2023 and held it in 1 quarter. The position peaked at $212K in Q1 2023. 126 funds tracked by Wall St. Rank hold PLOW as of Q2 2023.

  • Orion Portfolio Solutions reported no remaining Douglas Dynamics position as of Q2 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 6,649 Douglas Dynamics shares in Q2 2023, an estimated $212K.
  • Orion Portfolio Solutions first reported a position in Douglas Dynamics in Q1 2023 and held it in 1 quarter.
  • Orion Portfolio Solutions's Douglas Dynamics position peaked at $212K in Q1 2023.
  • 126 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2023.

Based on Orion Portfolio Solutions's 13F filing for Q2 2023, filed 14 Aug 2023.