UBS AM
DJCO icon

UBS AM’s Daily Journal DJCO Stock Holding History

UBS AM’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$856K Buy
1,775
+5
+0.3% +$2.73K ﹤0.01% 2397
2025
Q4 		$863K Buy
1,770
+2
+0.1% +$888 ﹤0.01% 2186
2025
Q3 		$822K Sell
1,768
-1,788
-50% -$775K ﹤0.01% 2069
2025
Q2 		$1.5M Buy
3,556
+686
+24% +$274K ﹤0.01% 2270
2025
Q1 		$1.14M Buy
2,870
+840
+41% +$363K ﹤0.01% 2250
2024
Q4 		$1.15M Buy
2,030
+212
+12% +$113K ﹤0.01% 2302
2024
Q3 		$891K Sell
1,818
-190
-9% -$86.3K ﹤0.01% 2454
2024
Q2 		$792K Buy
+2,008
New +$739K ﹤0.01% 2477
2023
Q3 		– Sell
-39
Closed -$11.1K – 2616
2023
Q2 		$11.1K Hold
39
– – ﹤0.01% 2673
2023
Q1 		$11.1K Buy
+39
New +$11.3K ﹤0.01% 2673

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return