PFO
DCH

Pathstone Family Office’s Dauch Corp DCH Stock Holding History

Pathstone Family Office’s Portfolio DCH Stock Details DCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21,276
Closed -$110K – 1230
2022
Q4 		$110K Buy
21,276
+10,683
+101% +$95.7K ﹤0.01% 1439
2022
Q3 		$72K Buy
+10,593
New +$95.4K ﹤0.01% 1429

Other funds holding DCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pathstone Family Office's DCH Position: Q1 2023 in Review

Pathstone Family Office sold out of Dauch Corp (DCH) in Q1 2023, closing a stake of 21,276 shares — an estimated $110K sold.

Pathstone Family Office first reported a position in DCH in Q3 2022 and held it in 2 quarters. The position peaked at $110K in Q4 2022. 209 funds tracked by Wall St. Rank hold DCH as of Q1 2023.

  • Pathstone Family Office reported no remaining Dauch Corp position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 21,276 Dauch Corp shares in Q1 2023, an estimated $110K.
  • Pathstone Family Office first reported a position in Dauch Corp in Q3 2022 and held it in 2 quarters.
  • Pathstone Family Office's Dauch Corp position peaked at $110K in Q4 2022.
  • 209 funds tracked by Wall St. Rank held Dauch Corp as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.