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Peloton Wealth Strategists’s DuPont de Nemours DD Stock Holding History

Peloton Wealth Strategists’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-18,181
Closed -$2.45M – 69
2019
Q1 		$2.45M Sell
18,181
-1,026
-5% -$142K 1.7% 28
2018
Q4 		$2.6M Sell
19,207
-235
-1% -$33.7K 2.12% 16
2018
Q3 		$3.17M Sell
19,442
-79
-0.4% -$13.6K 2.18% 16
2018
Q2 		$3.26M Buy
19,521
+1
+0% +$167 2.36% 11
2018
Q1 		$3.15M Sell
19,520
-118
-0.6% -$21.3K 2.37% 12
2017
Q4 		$3.54M Sell
19,638
-275
-1% -$49.5K 2.63% 5
2017
Q3 		$3.49M Sell
19,913
-1,026
-5% -$171K 2.69% 4
2017
Q2 		$3.34M Buy
20,939
+1
+0% +$159 2.59% 9
2017
Q1 		$3.37M Sell
20,938
-1,816
-8% -$282K 2.77% 5
2016
Q4 		$3.3M Buy
22,754
+1
+0% +$139 2.69% 6
2016
Q3 		$2.99M Buy
+22,753
New +$3.03M 2.48% 8
2016
Q1 		$3.14M Buy
24,409
+475
+2% +$56.9K 2.66% 5
2015
Q4 		$3.12M Buy
23,934
+712
+3% +$91.4K 2.69% 3
2015
Q3 		$2.49M Buy
23,222
+317
+1% +$36.7K 2.18% 12
2015
Q2 		$2.97M Buy
22,905
+435
+2% +$56.4K 2.36% 8
2015
Q1 		$2.73M Buy
22,470
+11,354
+102% +$1.35M 2.12% 11
2014
Q4 		$1.28M Buy
11,116
+8,668
+354% +$1.06M 0.98% 48
2014
Q3 		$325K Sell
2,448
-20,303
-89% -$2.71M 0.26% 71
2014
Q2 		$2.86M Buy
+22,751
New +$2.9M 2.52% 9

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peloton Wealth Strategists's DD Position: Q2 2019 in Review

Peloton Wealth Strategists sold out of DuPont de Nemours (DD) in Q2 2019, closing a stake of 18,181 shares — an estimated $2.45M sold.

Peloton Wealth Strategists first reported a position in DD in Q2 2014 and held it in 19 quarters. The position peaked at $3.54M in Q4 2017. 1,373 funds tracked by Wall St. Rank hold DD as of Q2 2019.

  • Peloton Wealth Strategists reported no remaining DuPont de Nemours position as of Q2 2019 after selling out during the quarter.
  • Peloton Wealth Strategists sold 18,181 DuPont de Nemours shares in Q2 2019, an estimated $2.45M.
  • Peloton Wealth Strategists first reported a position in DuPont de Nemours in Q2 2014 and held it in 19 quarters.
  • Peloton Wealth Strategists's DuPont de Nemours position peaked at $3.54M in Q4 2017.
  • 1,373 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2019.

Based on Peloton Wealth Strategists's 13F filing for Q2 2019, filed 12 Aug 2019.