Sweet Financial Partners’s Dell DELL Stock Holding History

Sweet Financial Partners’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
2024 Q3	$358K	Buy	+3,016	New	+$351K	0.08%	151

Other funds holding DELL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sweet Financial Partners's DELL Position: Q3 2024 in Review

Sweet Financial Partners opened a new position in Dell (DELL) in Q3 2024: 3,016 shares worth $358K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings.

1,230 funds tracked by Wall St. Rank hold DELL as of Q3 2024.

Sweet Financial Partners held 3,016 shares of Dell worth $358K as of Q3 2024.
Dell was a new Sweet Financial Partners position in Q3 2024.
Dell made up 0.08% of Sweet Financial Partners's portfolio in Q3 2024, its #151 holding.
1,230 funds tracked by Wall St. Rank held Dell as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.