VFA
DHIL

Valeo Financial Advisors’s Diamond Hill DHIL Stock Holding History

Valeo Financial Advisors’s Portfolio DHIL Stock Details DHIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed -$8K – 830
2021
Q1 		$8K Hold
50
– – ﹤0.01% 1412
2020
Q4 		$7K Hold
50
– – ﹤0.01% 1279
2020
Q3 		$6K Buy
+50
New +$6.09K ﹤0.01% 1203

Other funds holding DHIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TC
Touchstone Capital Pittsburgh, Pennsylvania $195M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's DHIL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Diamond Hill (DHIL) in Q2 2021, closing a stake of 50 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in DHIL in Q3 2020 and held it in 3 quarters. The position peaked at $8K in Q1 2021. 113 funds tracked by Wall St. Rank hold DHIL as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Diamond Hill position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 50 Diamond Hill shares in Q2 2021, an estimated $8K.
  • Valeo Financial Advisors first reported a position in Diamond Hill in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Diamond Hill position peaked at $8K in Q1 2021.
  • 113 funds tracked by Wall St. Rank held Diamond Hill as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.