SHJ
DD icon

Sharkey, Howes & Javer’s DuPont de Nemours DD Stock Holding History

Sharkey, Howes & Javer’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
2019
Q3 		– Sell
-2,274
Closed -$177K – 82
2019
Q2 		$177K Buy
2,274
+584
+35% +$69.7K 0.08% 58
2019
Q1 		$228K Hold
1,690
– – 0.11% 51
2018
Q4 		$229K Hold
1,690
– – 0.15% 44
2018
Q3 		$275K Hold
1,690
– – 0.14% 39
2018
Q2 		$282K Hold
1,690
– – 0.16% 36
2018
Q1 		$272K Hold
1,690
– – 0.15% 29
2017
Q4 		$305K Hold
1,690
– – 0.18% 26
2017
Q3 		$306K Buy
+1,690
New +$282K 0.16% 28
2015
Q4 		– Sell
-288
Closed -$32K – 252
2015
Q3 		$32K Hold
288
– – 0.02% 133
2015
Q2 		$37K Hold
288
– – 0.03% 104
2015
Q1 		$35K Buy
+288
New +$34.2K 0.02% 126

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return