SPWG
DMC

Sage Private Wealth Group’s Del Monte Corp DMC Stock Holding History

Sage Private Wealth Group’s Portfolio DMC Stock Details DMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,082
Closed -$416K – 62
2023
Q3 		$416K Buy
+16,082
New +$420K 0.57% 19

Other funds holding DMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sage Private Wealth Group's DMC Position: Q4 2023 in Review

Sage Private Wealth Group sold out of Del Monte Corp (DMC) in Q4 2023, closing a stake of 16,082 shares — an estimated $416K sold.

Sage Private Wealth Group first reported a position in DMC in Q3 2023 and held it in 1 quarter. The position peaked at $416K in Q3 2023. 172 funds tracked by Wall St. Rank hold DMC as of Q4 2023.

  • Sage Private Wealth Group reported no remaining Del Monte Corp position as of Q4 2023 after selling out during the quarter.
  • Sage Private Wealth Group sold 16,082 Del Monte Corp shares in Q4 2023, an estimated $416K.
  • Sage Private Wealth Group first reported a position in Del Monte Corp in Q3 2023 and held it in 1 quarter.
  • Sage Private Wealth Group's Del Monte Corp position peaked at $416K in Q3 2023.
  • 172 funds tracked by Wall St. Rank held Del Monte Corp as of Q4 2023.

Based on Sage Private Wealth Group's 13F filing for Q4 2023, filed 29 Jan 2025.