Sheets Smith Wealth Management’s Descartes Systems DSGX Stock Holding History

Sheets Smith Wealth Management’s Portfolio DSGX Stock Details DSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,181	Closed	-$361K	–	365
2024 Q4	$361K	Hold	3,181	–	–	0.04%	300
2024 Q3	$328K	Sell	3,181 -793	-20%	-$78.8K	0.04%	309
2024 Q2	$385K	Buy	+3,974	New	+$374K	0.05%	283
2022 Q1	–	Sell	-7,922	Closed	-$655K	–	364
2021 Q4	$655K	Hold	7,922	–	–	0.08%	200
2021 Q3	$644K	Sell	7,922 -281	-3%	-$21.3K	0.09%	189
2021 Q2	$567K	Hold	8,203	–	–	0.08%	205
2021 Q1	$500K	Hold	8,203	–	–	0.07%	207
2020 Q4	$480K	Buy	8,203 +15	+0.2%	+$849	0.07%	204
2020 Q3	$467K	Buy	+8,188	New	+$453K	0.08%	189
2019 Q3	–	Sell	-10,027	Closed	-$371K	–	300
2019 Q2	$371K	Sell	10,027 -88	-0.9%	-$3.42K	0.08%	246
2019 Q1	$368K	Buy	+10,115	New	+$327K	0.08%	239

Other funds holding DSGX

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return