SGCIA
DCH

Smith Graham & Co Investment Advisors’s Dauch Corp DCH Stock Holding History

Smith Graham & Co Investment Advisors’s Portfolio DCH Stock Details DCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$8.37M Sell
950,299
-5,691
-0.6% -$42.1K 0.96% 27
2023
Q3 		$6.94M Sell
955,990
-8,945
-0.9% -$71.9K 0.86% 36
2023
Q2 		$7.98M Sell
964,935
-42,078
-4% -$312K 0.97% 34
2023
Q1 		$7.86M Buy
1,007,013
+23,736
+2% +$204K 0.96% 31
2022
Q4 		$7.69M Sell
983,277
-3,220
-0.3% -$28.9K 0.94% 32
2022
Q3 		$6.74M Sell
986,497
-129,256
-12% -$1.16M 0.9% 31
2022
Q2 		$8.4M Sell
1,115,753
-10,744
-1% -$80.8K 1.04% 25
2022
Q1 		$8.74M Sell
1,126,497
-7,353
-0.6% -$62.7K 0.91% 39
2021
Q4 		$10.6M Buy
1,133,850
+199
+0% +$1.9K 1.05% 22
2021
Q3 		$9.99M Sell
1,133,651
-97,840
-8% -$897K 1% 27
2021
Q2 		$12.7M Sell
1,231,491
-37,517
-3% -$394K 1.13% 20
2021
Q1 		$12.3M Buy
1,269,008
+262,078
+26% +$2.6M 1% 25
2020
Q4 		$8.4M Sell
1,006,930
-18,830
-2% -$142K 0.77% 51
2020
Q3 		$5.92M Sell
1,025,760
-15,825
-2% -$113K 0.67% 64
2020
Q2 		$7.92M Buy
1,041,585
+49,964
+5% +$288K 0.96% 33
2020
Q1 		$3.58M Sell
991,621
-1,604
-0.2% -$11.9K 0.56% 84
2019
Q4 		$10.7M Buy
993,225
+71,560
+8% +$681K 1.04% 19
2019
Q3 		$7.58M Buy
921,665
+255,004
+38% +$2.32M 0.81% 50
2019
Q2 		$8.51M Sell
666,661
-1,660
-0.2% -$21.6K 0.92% 31
2019
Q1 		$9.56M Sell
668,321
-50,940
-7% -$737K 1.05% 17
2018
Q4 		$7.98M Buy
719,261
+193,360
+37% +$2.59M 0.98% 25
2018
Q3 		$9.17M Buy
+525,901
New +$9.04M 0.87% 38

Other funds holding DCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Smith Graham & Co Investment Advisors's DCH Position: Q4 2023 in Review

Smith Graham & Co Investment Advisors reduced its Dauch Corp (DCH) stake by 0.6% in Q4 2023, selling an estimated $42.1K and leaving 950,299 shares worth $8.37M. The position accounts for 0.96% of the portfolio, ranked #27.

Smith Graham & Co Investment Advisors first reported a position in DCH in Q3 2018 and has held it in 22 quarters since. The position peaked at $12.7M in Q2 2021. 210 funds tracked by Wall St. Rank hold DCH as of Q4 2023.

  • Smith Graham & Co Investment Advisors held 950,299 shares of Dauch Corp worth $8.37M as of Q4 2023.
  • Smith Graham & Co Investment Advisors sold 5,691 Dauch Corp shares in Q4 2023, an estimated $42.1K.
  • Dauch Corp made up 0.96% of Smith Graham & Co Investment Advisors's portfolio in Q4 2023, its #27 holding.
  • Smith Graham & Co Investment Advisors first reported a position in Dauch Corp in Q3 2018 and has held it in 22 quarters since.
  • Smith Graham & Co Investment Advisors's Dauch Corp position peaked at $12.7M in Q2 2021.
  • 210 funds tracked by Wall St. Rank held Dauch Corp as of Q4 2023.

Based on Smith Graham & Co Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.