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Tortoise Investment Management’s Dillards DDS Stock Holding History

Tortoise Investment Management’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11
Closed -$6.76K – 529
2025
Q3 		$6.76K Buy
11
+4
+57% +$2.07K ﹤0.01% 665
2025
Q2 		$2.92K Buy
+7
New +$2.61K ﹤0.01% 726

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CWM
ClientFirst Wealth Management Little Rock, Arkansas $122M AUM 28.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tortoise Investment Management's DDS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Dillards (DDS) in Q4 2025, closing a stake of 11 shares — an estimated $6.76K sold.

Tortoise Investment Management first reported a position in DDS in Q2 2025 and held it in 2 quarters. The position peaked at $6.76K in Q3 2025. 311 funds tracked by Wall St. Rank hold DDS as of Q4 2025.

  • Tortoise Investment Management reported no remaining Dillards position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 11 Dillards shares in Q4 2025, an estimated $6.76K.
  • Tortoise Investment Management first reported a position in Dillards in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Dillards position peaked at $6.76K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held Dillards as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.