SWM
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Stockman Wealth Management’s DuPont de Nemours DD Stock Holding History

Stockman Wealth Management’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
Q4 		– Sell
-24,011
Closed -$1.67M – 195
2020
Q3 		$1.67M Sell
24,011
-1,376
-5% -$96.4K 0.61% 51
2020
Q2 		$1.69M Sell
25,387
-4,075
-14% -$238K 0.63% 48
2020
Q1 		$1.26M Buy
29,462
+3,801
+15% +$233K 0.56% 52
2019
Q4 		$2.07M Buy
25,661
+3,722
+17% +$309K 0.73% 44
2019
Q3 		$1.96M Buy
21,939
+849
+4% +$74.8K 0.75% 45
2019
Q2 		$1.99M Sell
21,090
-7,791
-27% -$930K 0.81% 45
2019
Q1 		$3.9M Buy
28,881
+3,029
+12% +$420K 1.7% 21
2018
Q4 		$3.5M Buy
25,852
+4,181
+19% +$600K 1.67% 21
2018
Q3 		$3.53M Sell
21,671
-422
-2% -$72.6K 1.52% 26
2018
Q2 		$3.69M Buy
22,093
+422
+2% +$70.6K 1.69% 23
2018
Q1 		$3.5M Buy
+21,671
New +$3.92M 1.6% 23

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Stockman Wealth Management's DD Position: Q4 2020 in Review

Stockman Wealth Management sold out of DuPont de Nemours (DD) in Q4 2020, closing a stake of 24,011 shares — an estimated $1.67M sold.

Stockman Wealth Management first reported a position in DD in Q1 2018 and held it in 11 quarters. The position peaked at $3.9M in Q1 2019. 1,321 funds tracked by Wall St. Rank hold DD as of Q4 2020.

  • Stockman Wealth Management reported no remaining DuPont de Nemours position as of Q4 2020 after selling out during the quarter.
  • Stockman Wealth Management sold 24,011 DuPont de Nemours shares in Q4 2020, an estimated $1.67M.
  • Stockman Wealth Management first reported a position in DuPont de Nemours in Q1 2018 and held it in 11 quarters.
  • Stockman Wealth Management's DuPont de Nemours position peaked at $3.9M in Q1 2019.
  • 1,321 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2020.

Based on Stockman Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.