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Sweet Financial Partners’s Digital Realty Trust DLR Stock Holding History

Sweet Financial Partners’s Portfolio DLR Stock Details DLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$227K Hold
1,400
– – 0.05% 181
2024
Q2 		$213K Hold
1,400
– – 0.05% 182
2024
Q1 		$202K Buy
+1,400
New +$198K 0.05% 191

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Sweet Financial Partners held its Digital Realty Trust (DLR) position steady in Q3 2024 at 1,400 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #181.

Sweet Financial Partners first reported a position in DLR in Q1 2024 and has held it in 3 quarters since. 1,114 funds tracked by Wall St. Rank hold DLR as of Q3 2024.

  • Sweet Financial Partners held 1,400 shares of Digital Realty Trust worth $227K as of Q3 2024.
  • Sweet Financial Partners left its Digital Realty Trust share count unchanged in Q3 2024.
  • Digital Realty Trust made up 0.05% of Sweet Financial Partners's portfolio in Q3 2024, its #181 holding.
  • Sweet Financial Partners first reported a position in Digital Realty Trust in Q1 2024 and has held it in 3 quarters since.
  • 1,114 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2024.

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