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Squar Milner Financial Services’s DuPont de Nemours DD Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-564
Closed -$24K – 326
2020
Q1 		$24K Hold
564
– – 0.01% 440
2019
Q4 		$45K Buy
+564
New +$46.8K 0.02% 417
2019
Q3 		– Sell
-2,255
Closed -$213K – 330
2019
Q2 		$213K Sell
2,255
-360
-14% -$43K 0.14% 152
2019
Q1 		$352K Buy
2,615
+133
+5% +$18.5K 0.26% 87
2018
Q4 		$336K Buy
2,482
+693
+39% +$99.5K 0.32% 77
2018
Q3 		$291K Sell
1,789
-148
-8% -$25.5K 0.26% 103
2018
Q2 		$323K Sell
1,937
-185
-9% -$31K 0.28% 94
2018
Q1 		$342K Buy
2,122
+54
+3% +$9.77K 0.43% 78
2017
Q4 		$397K Buy
+2,068
New +$372K 0.48% 68

Other funds holding DD

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Squar Milner Financial Services's DD Position: Q2 2020 in Review

Squar Milner Financial Services sold out of DuPont de Nemours (DD) in Q2 2020, closing a stake of 564 shares — an estimated $24K sold.

Squar Milner Financial Services first reported a position in DD in Q4 2017 and held it in 9 quarters. The position peaked at $397K in Q4 2017. 1,167 funds tracked by Wall St. Rank hold DD as of Q2 2020.

  • Squar Milner Financial Services reported no remaining DuPont de Nemours position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 564 DuPont de Nemours shares in Q2 2020, an estimated $24K.
  • Squar Milner Financial Services first reported a position in DuPont de Nemours in Q4 2017 and held it in 9 quarters.
  • Squar Milner Financial Services's DuPont de Nemours position peaked at $397K in Q4 2017.
  • 1,167 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.