SFS
DMC

Sowell Financial Services’s Del Monte Corp DMC Stock Holding History

Sowell Financial Services’s Portfolio DMC Stock Details DMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$3K – 1246
2021
Q1 		$3K Buy
+100
New +$2.66K ﹤0.01% 2729
2020
Q3 		– Sell
-68
Closed -$2K – 2579
2020
Q2 		$2K Buy
+68
New +$1.78K ﹤0.01% 2145
2017
Q1 		– Sell
-98
Closed -$6K – 355
2016
Q4 		$6K Buy
+98
New +$6.03K ﹤0.01% 520

Other funds holding DMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's DMC Position: Q2 2021 in Review

Sowell Financial Services sold out of Del Monte Corp (DMC) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in DMC in Q4 2016 and held it in 3 quarters. The position peaked at $6K in Q4 2016. 147 funds tracked by Wall St. Rank hold DMC as of Q2 2021.

  • Sowell Financial Services reported no remaining Del Monte Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 100 Del Monte Corp shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Del Monte Corp in Q4 2016 and held it in 3 quarters.
  • Sowell Financial Services's Del Monte Corp position peaked at $6K in Q4 2016.
  • 147 funds tracked by Wall St. Rank held Del Monte Corp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.