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Planning Solutions Group’s DuPont de Nemours DD Stock Holding History

Planning Solutions Group’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 		$201K Sell
2,138
-2,143
-50% -$256K 0.1% 136
2019
Q1 		$578K Buy
4,281
+355
+9% +$49.3K 0.31% 67
2018
Q4 		$532K Buy
+3,926
New +$564K 0.32% 65

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

Planning Solutions Group's DD Position: Q2 2019 in Review

Planning Solutions Group reduced its DuPont de Nemours (DD) stake by 50% in Q2 2019, selling an estimated $256K and leaving 2,138 shares worth $201K. The position accounts for 0.1% of the portfolio, ranked #136.

Planning Solutions Group first reported a position in DD in Q4 2018 and has held it in 3 quarters since. The position peaked at $578K in Q1 2019. 1,373 funds tracked by Wall St. Rank hold DD as of Q2 2019.

  • Planning Solutions Group held 2,138 shares of DuPont de Nemours worth $201K as of Q2 2019.
  • Planning Solutions Group sold 2,143 DuPont de Nemours shares in Q2 2019, an estimated $256K.
  • DuPont de Nemours made up 0.1% of Planning Solutions Group's portfolio in Q2 2019, its #136 holding.
  • Planning Solutions Group first reported a position in DuPont de Nemours in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's DuPont de Nemours position peaked at $578K in Q1 2019.
  • 1,373 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.