SWM
DCH

Sugarloaf Wealth Management’s Dauch Corp DCH Stock Holding History

Sugarloaf Wealth Management’s Portfolio DCH Stock Details DCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,000
Closed -$32K – 685
2019
Q4 		$32K Buy
+3,000
New +$28.5K 0.01% 301

Other funds holding DCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Sugarloaf Wealth Management's DCH Position: Q1 2020 in Review

Sugarloaf Wealth Management sold out of Dauch Corp (DCH) in Q1 2020, closing a stake of 3,000 shares — an estimated $32K sold.

Sugarloaf Wealth Management first reported a position in DCH in Q4 2019 and held it in 1 quarter. The position peaked at $32K in Q4 2019. 189 funds tracked by Wall St. Rank hold DCH as of Q1 2020.

  • Sugarloaf Wealth Management reported no remaining Dauch Corp position as of Q1 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 3,000 Dauch Corp shares in Q1 2020, an estimated $32K.
  • Sugarloaf Wealth Management first reported a position in Dauch Corp in Q4 2019 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Dauch Corp position peaked at $32K in Q4 2019.
  • 189 funds tracked by Wall St. Rank held Dauch Corp as of Q1 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.