Pathstone Family Office’s Dycom Industries DY Stock Holding History

Pathstone Family Office’s Portfolio DY Stock Details DY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,202	Closed	-$262K	–	1670
2023 Q2	$262K	Buy	+2,202	New	+$218K	﹤0.01%	1021
2023 Q1	–	Sell	-2,281	Closed	-$204K	–	1297
2022 Q4	$204K	Sell	2,281 -4,007	-64%	-$403K	﹤0.01%	1380
2022 Q3	$601K	Buy	6,288 +3,483	+124%	+$365K	0.01%	995
2022 Q2	$261K	Buy	2,805 +33	+1%	+$2.94K	0.01%	857
2022 Q1	$264K	Sell	2,772 -8	-0.3%	-$732	0.01%	795
2021 Q4	$261K	Buy	+2,780	New	+$235K	0.01%	751
2021 Q3	–	Sell	-2,704	Closed	-$202K	–	874
2021 Q2	$202K	Hold	2,704	–	–	0.01%	777
2021 Q1	$251K	Buy	+2,704	New	+$234K	0.01%	540
2020 Q3	–	Sell	-225	Closed	-$9K	–	848
2020 Q2	$9K	Buy	+225	New	+$7.77K	﹤0.01%	531

Other funds holding DY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

Pathstone Family Office's DY Position: Q3 2023 in Review

Pathstone Family Office sold out of Dycom Industries (DY) in Q3 2023, closing a stake of 2,202 shares — an estimated $262K sold.

Pathstone Family Office first reported a position in DY in Q2 2020 and held it in 9 quarters. The position peaked at $601K in Q3 2022. 243 funds tracked by Wall St. Rank hold DY as of Q3 2023.

Pathstone Family Office reported no remaining Dycom Industries position as of Q3 2023 after selling out during the quarter.
Pathstone Family Office sold 2,202 Dycom Industries shares in Q3 2023, an estimated $262K.
Pathstone Family Office first reported a position in Dycom Industries in Q2 2020 and held it in 9 quarters.
Pathstone Family Office's Dycom Industries position peaked at $601K in Q3 2022.
243 funds tracked by Wall St. Rank held Dycom Industries as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.