Schechter Investment Advisors’s Dell DELL Stock Holding History

Schechter Investment Advisors’s Portfolio DELL Stock Details DELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$470K	Buy	5,157 +1,258	+32%	+$133K	0.04%	381
2024 Q4	$449K	Sell	3,899 -148	-4%	-$18.6K	0.03%	409
2024 Q3	$480K	Buy	4,047 +386	+11%	+$45K	0.04%	404
2024 Q2	$505K	Sell	3,661 -2,755	-43%	-$369K	0.04%	370
2024 Q1	$732K	Sell	6,416 -857	-12%	-$80K	0.05%	308
2023 Q4	$556K	Sell	7,273 -42	-0.6%	-$2.97K	0.05%	336
2023 Q3	$504K	Buy	7,315 +23	+0.3%	+$1.37K	0.05%	338
2023 Q2	$395K	Buy	+7,292	New	+$336K	0.04%	430

Other funds holding DELL

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

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

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

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Schechter Investment Advisors's DELL Position: Q1 2025 in Review

Schechter Investment Advisors increased its Dell (DELL) stake by 32% in Q1 2025, buying an estimated $133K and bringing the position to 5,157 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #381.

Schechter Investment Advisors first reported a position in DELL in Q2 2023 and has held it in 8 quarters since. The position peaked at $732K in Q1 2024. 1,272 funds tracked by Wall St. Rank hold DELL as of Q1 2025.

Schechter Investment Advisors held 5,157 shares of Dell worth $470K as of Q1 2025.
Schechter Investment Advisors bought 1,258 Dell shares in Q1 2025, an estimated $133K.
Dell made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #381 holding.
Schechter Investment Advisors first reported a position in Dell in Q2 2023 and has held it in 8 quarters since.
Schechter Investment Advisors's Dell position peaked at $732K in Q1 2024.
1,272 funds tracked by Wall St. Rank held Dell as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.