Surevest’s Dell DELL Stock Holding History

Surevest’s Portfolio DELL Stock Details DELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	437
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	470
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	445
2021 Q4	$1K	Buy	+25	New	+$1.39K	﹤0.01%	454

Other funds holding DELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's DELL Position: Q3 2022 in Review

Surevest held its Dell (DELL) position steady in Q3 2022 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Surevest first reported a position in DELL in Q4 2021 and has held it in 4 quarters since. 630 funds tracked by Wall St. Rank hold DELL as of Q3 2022.

Surevest held 25 shares of Dell worth $1K as of Q3 2022.
Surevest left its Dell share count unchanged in Q3 2022.
Dell made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #437 holding.
Surevest first reported a position in Dell in Q4 2021 and has held it in 4 quarters since.
630 funds tracked by Wall St. Rank held Dell as of Q3 2022.

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