UAS
DD icon

United Asset Strategies’s DuPont de Nemours DD Stock Holding History

United Asset Strategies’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-28,714
Closed -$2.31M – 181
2019
Q4 		$2.31M Buy
+28,714
New +$2.38M 0.45% 65
2019
Q3 		– Sell
-12,892
Closed -$727K – 184
2019
Q2 		$727K Buy
12,892
+3,250
+34% +$388K 0.17% 112
2019
Q1 		$1.3M Buy
9,642
+2,741
+40% +$380K 0.31% 85
2018
Q4 		$935K Sell
6,901
-1,166
-14% -$167K 0.26% 88
2018
Q3 		$1.31M Buy
8,067
+59
+0.7% +$10.2K 0.31% 73
2018
Q2 		$1.34M Sell
8,008
-782
-9% -$131K 0.35% 74
2018
Q1 		$1.42M Sell
8,790
-6
-0.1% -$1.08K 0.42% 63
2017
Q4 		$1.59M Buy
+8,796
New +$1.58M 0.43% 67

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

United Asset Strategies's DD Position: Q1 2020 in Review

United Asset Strategies sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 28,714 shares — an estimated $2.31M sold.

United Asset Strategies first reported a position in DD in Q4 2017 and held it in 8 quarters. The position peaked at $2.31M in Q4 2019. 1,084 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • United Asset Strategies reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
  • United Asset Strategies sold 28,714 DuPont de Nemours shares in Q1 2020, an estimated $2.31M.
  • United Asset Strategies first reported a position in DuPont de Nemours in Q4 2017 and held it in 8 quarters.
  • United Asset Strategies's DuPont de Nemours position peaked at $2.31M in Q4 2019.
  • 1,084 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on United Asset Strategies's 13F filing for Q1 2020, filed 8 May 2020.