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DD icon

Surevest’s DuPont de Nemours DD Stock Holding History

Surevest’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
2022
Q3 		$34K Hold
538
– – 0.01% 206
2022
Q2 		$38K Hold
538
– – 0.01% 216
2022
Q1 		$50K Hold
538
– – 0.01% 185
2021
Q4 		$55K Buy
+538
New +$51.2K 0.01% 184

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Surevest's DD Position: Q3 2022 in Review

Surevest held its DuPont de Nemours (DD) position steady in Q3 2022 at 538 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #206.

Surevest first reported a position in DD in Q4 2021 and has held it in 4 quarters since. The position peaked at $55K in Q4 2021. 1,197 funds tracked by Wall St. Rank hold DD as of Q3 2022.

  • Surevest held 538 shares of DuPont de Nemours worth $34K as of Q3 2022.
  • Surevest left its DuPont de Nemours share count unchanged in Q3 2022.
  • DuPont de Nemours made up 0.01% of Surevest's portfolio in Q3 2022, its #206 holding.
  • Surevest first reported a position in DuPont de Nemours in Q4 2021 and has held it in 4 quarters since.
  • Surevest's DuPont de Nemours position peaked at $55K in Q4 2021.
  • 1,197 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.