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Spire Wealth Management’s DLH Holdings DLHC Stock Holding History

Spire Wealth Management’s Portfolio DLHC Stock Details DLHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-921
Closed -$8.62K – 2456
2024
Q3 		$8.62K Sell
921
-204
-18% -$2.15K ﹤0.01% 1677
2024
Q2 		$11.9K Buy
+1,125
New +$12.7K ﹤0.01% 1596

Other funds holding DLHC

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Spire Wealth Management's DLHC Position: Q4 2024 in Review

Spire Wealth Management sold out of DLH Holdings (DLHC) in Q4 2024, closing a stake of 921 shares — an estimated $8.62K sold.

Spire Wealth Management first reported a position in DLHC in Q2 2024 and held it in 2 quarters. The position peaked at $11.9K in Q2 2024. 60 funds tracked by Wall St. Rank hold DLHC as of Q4 2024.

  • Spire Wealth Management reported no remaining DLH Holdings position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 921 DLH Holdings shares in Q4 2024, an estimated $8.62K.
  • Spire Wealth Management first reported a position in DLH Holdings in Q2 2024 and held it in 2 quarters.
  • Spire Wealth Management's DLH Holdings position peaked at $11.9K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held DLH Holdings as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.