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Tyler-Stone Wealth Management’s DLH Holdings DLHC Stock Holding History

Tyler-Stone Wealth Management’s Portfolio DLHC Stock Details DLHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$10 – 991
2024
Q1 		$10 Hold
2
– – ﹤0.01% 962
2023
Q4 		$190 Buy
+2
New +$28 ﹤0.01% 923

Other funds holding DLHC

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Tyler-Stone Wealth Management's DLHC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of DLH Holdings (DLHC) in Q3 2024, closing a stake of 200 shares — an estimated $2.11K sold.

Tyler-Stone Wealth Management first reported a position in DLHC in Q4 2021 and held it in 10 quarters. The position peaked at $4K in Q1 2022. 71 funds tracked by Wall St. Rank hold DLHC as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining DLH Holdings position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 200 DLH Holdings shares in Q3 2024, an estimated $2.11K.
  • Tyler-Stone Wealth Management first reported a position in DLH Holdings in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's DLH Holdings position peaked at $4K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held DLH Holdings as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.