RFA
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Reilly Financial Advisors’s DuPont de Nemours DD Stock Holding History

Reilly Financial Advisors’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
2016
Q2 		– Sell
-80,306
Closed -$10.3M – 842
2016
Q1 		$10.3M Buy
80,306
+1,521
+2% +$182K 1.77% 16
2015
Q4 		$10.3M Buy
+78,785
New +$10.1M 1.81% 14

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reilly Financial Advisors's DD Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in DuPont de Nemours (DD) in Q4 2021: 323 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in DD as recently as Q2 2021.

Reilly Financial Advisors first reported a position in DD in Q2 2013 and has held it in 31 quarters since. The position peaked at $12M in Q3 2017. 1,372 funds tracked by Wall St. Rank hold DD as of Q4 2021.

  • Reilly Financial Advisors held 323 shares of DuPont de Nemours worth $33K as of Q4 2021.
  • DuPont de Nemours was a new Reilly Financial Advisors position in Q4 2021.
  • DuPont de Nemours made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #475 holding.
  • Reilly Financial Advisors first reported a position in DuPont de Nemours in Q2 2013 and has held it in 31 quarters since.
  • Reilly Financial Advisors's DuPont de Nemours position peaked at $12M in Q3 2017.
  • 1,372 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.