Sage Financial Group’s DuPont de Nemours DD Stock Holding History

Sage Financial 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
2022 Q2	–	Sell	-149	Closed	-$14K	–	99
2022 Q1	$14K	Hold	149	–	–	﹤0.01%	69
2021 Q4	$15K	Hold	149	–	–	﹤0.01%	68
2021 Q3	$13K	Hold	149	–	–	﹤0.01%	66
2021 Q2	$14K	Hold	149	–	–	﹤0.01%	63
2021 Q1	$14K	Hold	149	–	–	﹤0.01%	60
2020 Q4	$13K	Hold	149	–	–	﹤0.01%	63
2020 Q3	$10K	Hold	149	–	–	﹤0.01%	62
2020 Q2	$10K	Hold	149	–	–	﹤0.01%	62
2020 Q1	$6K	Hold	149	–	–	﹤0.01%	62
2019 Q4	$12K	Hold	149	–	–	﹤0.01%	61
2019 Q3	$13K	Hold	149	–	–	﹤0.01%	59
2019 Q2	$14K	Sell	149 -73	-33%	-$8.72K	﹤0.01%	66
2019 Q1	$30K	Hold	222	–	–	﹤0.01%	65
2018 Q4	$30K	Hold	222	–	–	0.01%	61
2018 Q3	$36K	Hold	222	–	–	0.01%	46
2018 Q2	$37K	Hold	222	–	–	0.01%	44
2018 Q1	$36K	Hold	222	–	–	0.01%	41
2017 Q4	$40K	Hold	222	–	–	0.01%	45
2017 Q3	$39K	Hold	222	–	–	0.01%	40
2017 Q2	$35K	Hold	222	–	–	0.01%	41
2017 Q1	$36K	Hold	222	–	–	0.01%	39
2016 Q4	$32K	Hold	222	–	–	0.01%	41
2016 Q3	$29K	Hold	222	–	–	0.01%	37
2016 Q2	$28K	Hold	222	–	–	0.01%	35
2016 Q1	$29K	Hold	222	–	–	0.01%	37
2015 Q4	$29K	Hold	222	–	–	0.01%	54
2015 Q3	$24K	Hold	222	–	–	0.01%	36
2015 Q2	$29K	Hold	222	–	–	0.01%	34
2015 Q1	$27K	Hold	222	–	–	0.01%	32
2014 Q4	$26K	Hold	222	–	–	0.01%	38
2014 Q3	$29K	Hold	222	–	–	0.01%	27
2014 Q2	$29K	Hold	222	–	–	0.01%	29
2014 Q1	$27K	Buy	+222	New	+$26.2K	0.02%	30

Other funds holding DD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Financial Group's DD Position: Q2 2022 in Review

Sage Financial Group sold out of DuPont de Nemours (DD) in Q2 2022, closing a stake of 149 shares — an estimated $14K sold.

Sage Financial Group first reported a position in DD in Q1 2014 and held it in 33 quarters. The position peaked at $40K in Q4 2017. 1,250 funds tracked by Wall St. Rank hold DD as of Q2 2022.

Sage Financial Group reported no remaining DuPont de Nemours position as of Q2 2022 after selling out during the quarter.
Sage Financial Group sold 149 DuPont de Nemours shares in Q2 2022, an estimated $14K.
Sage Financial Group first reported a position in DuPont de Nemours in Q1 2014 and held it in 33 quarters.
Sage Financial Group's DuPont de Nemours position peaked at $40K in Q4 2017.
1,250 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2022.

Based on Sage Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.