Selective Wealth Management’s Dine Brands DIN Stock Holding History

Selective Wealth Management’s Portfolio DIN Stock Details DIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-400	Closed	-$25K	–	248
2022 Q3	$25K	Hold	400	–	–	0.01%	394
2022 Q2	$26K	Hold	400	–	–	0.01%	429
2022 Q1	$31K	Hold	400	–	–	0.01%	384
2021 Q4	$30K	Hold	400	–	–	0.01%	351
2021 Q3	$32K	Hold	400	–	–	0.02%	313
2021 Q2	$36K	Buy	400 +200	+100%	+$18.5K	0.03%	216
2021 Q1	$18K	Buy	+200	New	+$15.6K	0.02%	199

Other funds holding DIN

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Selective Wealth Management's DIN Position: Q4 2022 in Review

Selective Wealth Management sold out of Dine Brands (DIN) in Q4 2022, closing a stake of 400 shares — an estimated $25K sold.

Selective Wealth Management first reported a position in DIN in Q1 2021 and held it in 7 quarters. The position peaked at $36K in Q2 2021. 174 funds tracked by Wall St. Rank hold DIN as of Q4 2022.

Selective Wealth Management reported no remaining Dine Brands position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 400 Dine Brands shares in Q4 2022, an estimated $25K.
Selective Wealth Management first reported a position in Dine Brands in Q1 2021 and held it in 7 quarters.
Selective Wealth Management's Dine Brands position peaked at $36K in Q2 2021.
174 funds tracked by Wall St. Rank held Dine Brands as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.