Trivest Advisors’s DoorDash DASH Stock Holding History

Trivest Advisors’s Portfolio DASH Stock Details DASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,100	Closed	-$504K	–	32
2023 Q4	$504K	Buy	+5,100	New	+$452K	0.02%	28
2022 Q3	–	Sell	-17,500	Closed	-$1.12M	–	20
2022 Q2	$1.12M	Buy	+17,500	New	+$1.39M	0.24%	18
2021 Q3	–	Sell	-237,000	Closed	-$42.3M	–	22
2021 Q2	$42.3M	Buy	+237,000	New	+$34.8M	4.32%	11

Other funds holding DASH

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Trivest Advisors's DASH Position: Q1 2024 in Review

Trivest Advisors sold out of DoorDash (DASH) in Q1 2024, closing a stake of 5,100 shares — an estimated $504K sold.

Trivest Advisors first reported a position in DASH in Q2 2021 and held it in 3 quarters. The position peaked at $42.3M in Q2 2021. 662 funds tracked by Wall St. Rank hold DASH as of Q1 2024.

Trivest Advisors reported no remaining DoorDash position as of Q1 2024 after selling out during the quarter.
Trivest Advisors sold 5,100 DoorDash shares in Q1 2024, an estimated $504K.
Trivest Advisors first reported a position in DoorDash in Q2 2021 and held it in 3 quarters.
Trivest Advisors's DoorDash position peaked at $42.3M in Q2 2021.
662 funds tracked by Wall St. Rank held DoorDash as of Q1 2024.

Based on Trivest Advisors's 13F filing for Q1 2024, filed 9 May 2024.