OFG
DBD

Oxford Financial Group’s Diebold Nixdorf Incorporated DBD Stock Holding History

Oxford Financial Group’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-15,334
Closed -$93K – 204
2020
Q2 		$93K Buy
+15,334
New +$75.6K 0.02% 162

Other funds holding DBD

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oxford Financial Group's DBD Position: Q3 2020 in Review

Oxford Financial Group sold out of Diebold Nixdorf Incorporated (DBD) in Q3 2020, closing a stake of 15,334 shares — an estimated $93K sold.

Oxford Financial Group first reported a position in DBD in Q2 2020 and held it in 1 quarter. The position peaked at $93K in Q2 2020. 177 funds tracked by Wall St. Rank hold DBD as of Q3 2020.

  • Oxford Financial Group reported no remaining Diebold Nixdorf Incorporated position as of Q3 2020 after selling out during the quarter.
  • Oxford Financial Group sold 15,334 Diebold Nixdorf Incorporated shares in Q3 2020, an estimated $93K.
  • Oxford Financial Group first reported a position in Diebold Nixdorf Incorporated in Q2 2020 and held it in 1 quarter.
  • Oxford Financial Group's Diebold Nixdorf Incorporated position peaked at $93K in Q2 2020.
  • 177 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q3 2020.

Based on Oxford Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.