Raab & Moskowitz Asset Management’s Donegal Group Class B DGICB Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio DGICB Stock Details DGICB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-177	Closed	-$2K	–	221
2019 Q4	$2K	Buy	+177	New	+$2.24K	﹤0.01%	495
2018 Q4	–	Sell	-177	Closed	-$2K	–	232
2018 Q3	$2K	Buy	+177	New	+$2.42K	﹤0.01%	504

Other funds holding DGICB

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

LCM

Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

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

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Raab & Moskowitz Asset Management's DGICB Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Donegal Group Class B (DGICB) in Q1 2020, closing a stake of 177 shares — an estimated $2K sold.

Raab & Moskowitz Asset Management first reported a position in DGICB in Q3 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 10 funds tracked by Wall St. Rank hold DGICB as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Donegal Group Class B position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 177 Donegal Group Class B shares in Q1 2020, an estimated $2K.
Raab & Moskowitz Asset Management first reported a position in Donegal Group Class B in Q3 2018 and held it in 2 quarters.
Raab & Moskowitz Asset Management's Donegal Group Class B position peaked at $2K in Q4 2019.
10 funds tracked by Wall St. Rank held Donegal Group Class B as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.