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Tortoise Investment Management’s DXP Enterprises DXPE Stock Holding History

Tortoise Investment Management’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10
Closed – – 558
2019
Q4 		$0 Hold
10
– – ﹤0.01% 599
2019
Q3 		$0 Hold
10
– – ﹤0.01% 604
2019
Q2 		$0 Hold
10
– – ﹤0.01% 632
2019
Q1 		$0 Buy
+10
New +$348 ﹤0.01% 632

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 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 $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tortoise Investment Management's DXPE Position: Q1 2020 in Review

Tortoise Investment Management sold out of DXP Enterprises (DXPE) in Q1 2020, closing a stake of 10 shares.

Tortoise Investment Management first reported a position in DXPE in Q1 2019 and held it in 4 quarters. The position peaked at $0 in Q4 2019. 102 funds tracked by Wall St. Rank hold DXPE as of Q1 2020.

  • Tortoise Investment Management reported no remaining DXP Enterprises position as of Q1 2020 after selling out during the quarter.
  • Tortoise Investment Management sold 10 DXP Enterprises shares in Q1 2020.
  • Tortoise Investment Management first reported a position in DXP Enterprises in Q1 2019 and held it in 4 quarters.
  • Tortoise Investment Management's DXP Enterprises position peaked at $0 in Q4 2019.
  • 102 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2020.

Based on Tortoise Investment Management's 13F filing for Q1 2020, filed 5 May 2020.