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USA Financial Formulas’s DuPont de Nemours DD Stock Holding History

USA Financial Formulas’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
2023
Q3 		– Sell
-127
Closed -$11.4K – 508
2023
Q2 		$11.4K Buy
+127
New +$10.9K 0.02% 197
2017
Q3 		– Sell
-1,753
Closed -$280K – 267
2017
Q2 		$280K Buy
+1,753
New +$279K 0.07% 217
2017
Q1 		– Sell
-3,285
Closed -$476K – 262
2016
Q4 		$476K Buy
+3,285
New +$457K 0.12% 156

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

USA Financial Formulas's DD Position: Q3 2023 in Review

USA Financial Formulas sold out of DuPont de Nemours (DD) in Q3 2023, closing a stake of 127 shares — an estimated $11.4K sold.

USA Financial Formulas first reported a position in DD in Q4 2016 and held it in 3 quarters. The position peaked at $476K in Q4 2016. 1,289 funds tracked by Wall St. Rank hold DD as of Q3 2023.

  • USA Financial Formulas reported no remaining DuPont de Nemours position as of Q3 2023 after selling out during the quarter.
  • USA Financial Formulas sold 127 DuPont de Nemours shares in Q3 2023, an estimated $11.4K.
  • USA Financial Formulas first reported a position in DuPont de Nemours in Q4 2016 and held it in 3 quarters.
  • USA Financial Formulas's DuPont de Nemours position peaked at $476K in Q4 2016.
  • 1,289 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2023.

Based on USA Financial Formulas's 13F filing for Q3 2023, filed 27 Nov 2023.