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Sequoia Financial Advisors’s Douglas Emmett DEI Stock Holding History

Sequoia Financial Advisors’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,601
Closed -$212K – 1214
2023
Q3 		$212K Buy
16,601
+5,294
+47% +$71.6K ﹤0.01% 841
2023
Q2 		$142K Buy
+11,307
New +$137K ﹤0.01% 891

Other funds holding DEI

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sequoia Financial Advisors's DEI Position: Q4 2023 in Review

Sequoia Financial Advisors sold out of Douglas Emmett (DEI) in Q4 2023, closing a stake of 16,601 shares — an estimated $212K sold.

Sequoia Financial Advisors first reported a position in DEI in Q2 2023 and held it in 2 quarters. The position peaked at $212K in Q3 2023. 259 funds tracked by Wall St. Rank hold DEI as of Q4 2023.

  • Sequoia Financial Advisors reported no remaining Douglas Emmett position as of Q4 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 16,601 Douglas Emmett shares in Q4 2023, an estimated $212K.
  • Sequoia Financial Advisors first reported a position in Douglas Emmett in Q2 2023 and held it in 2 quarters.
  • Sequoia Financial Advisors's Douglas Emmett position peaked at $212K in Q3 2023.
  • 259 funds tracked by Wall St. Rank held Douglas Emmett as of Q4 2023.

Based on Sequoia Financial Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.