SFP
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Sterling Financial Planning’s DuPont de Nemours DD Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-649
Closed -$55K – 172
2021
Q3 		$55K Buy
649
+129
+25% +$12K 0.04% 177
2021
Q2 		$51K Hold
520
– – 0.03% 170
2021
Q1 		$50K Hold
520
– – 0.04% 153
2020
Q4 		$46K Buy
+520
New +$40.8K 0.04% 152

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sterling Financial Planning's DD Position: Q4 2021 in Review

Sterling Financial Planning sold out of DuPont de Nemours (DD) in Q4 2021, closing a stake of 649 shares — an estimated $55K sold.

Sterling Financial Planning first reported a position in DD in Q4 2020 and held it in 4 quarters. The position peaked at $55K in Q3 2021. 1,371 funds tracked by Wall St. Rank hold DD as of Q4 2021.

  • Sterling Financial Planning reported no remaining DuPont de Nemours position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 649 DuPont de Nemours shares in Q4 2021, an estimated $55K.
  • Sterling Financial Planning first reported a position in DuPont de Nemours in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's DuPont de Nemours position peaked at $55K in Q3 2021.
  • 1,371 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.