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Ridgewood Investments’s Donnelley Financial Solutions DFIN Stock Holding History

Ridgewood Investments’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-320
Closed -$14.6K – 313
2023
Q2 		$14.6K Buy
+320
New +$14.1K 0.01% 477

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ridgewood Investments's DFIN Position: Q3 2023 in Review

Ridgewood Investments sold out of Donnelley Financial Solutions (DFIN) in Q3 2023, closing a stake of 320 shares — an estimated $14.6K sold.

Ridgewood Investments first reported a position in DFIN in Q2 2023 and held it in 1 quarter. The position peaked at $14.6K in Q2 2023. 213 funds tracked by Wall St. Rank hold DFIN as of Q3 2023.

  • Ridgewood Investments reported no remaining Donnelley Financial Solutions position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 320 Donnelley Financial Solutions shares in Q3 2023, an estimated $14.6K.
  • Ridgewood Investments first reported a position in Donnelley Financial Solutions in Q2 2023 and held it in 1 quarter.
  • Ridgewood Investments's Donnelley Financial Solutions position peaked at $14.6K in Q2 2023.
  • 213 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.