VA
DSKE

Valmark Advisers’s Daseke, Inc. Common Stock DSKE Stock Holding History

Valmark Advisers’s Portfolio DSKE Stock Details DSKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-138,292
Closed -$709K – 511
2023
Q3 		$709K Buy
138,292
+21,732
+19% +$131K 0.01% 274
2023
Q2 		$831K Buy
116,560
+35,880
+44% +$252K 0.02% 254
2023
Q1 		$624K Buy
80,680
+65
+0.1% +$477 0.01% 288
2022
Q4 		$459K Sell
80,615
-1,175
-1% -$6.93K 0.01% 322
2022
Q3 		$442K Buy
81,790
+677
+0.8% +$4.35K 0.01% 299
2022
Q2 		$518K Sell
81,113
-136
-0.2% -$1.04K 0.01% 288
2022
Q1 		$818K Sell
81,249
-18,041
-18% -$196K 0.01% 228
2021
Q4 		$997K Buy
99,290
+1,944
+2% +$19.1K 0.02% 198
2021
Q3 		$897K Buy
97,346
+2,965
+3% +$24.7K 0.02% 196
2021
Q2 		$612K Buy
94,381
+17,476
+23% +$127K 0.01% 265
2021
Q1 		$653K Buy
+76,905
New +$471K 0.01% 237

Other funds holding DSKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Valmark Advisers's DSKE Position: Q4 2023 in Review

Valmark Advisers sold out of Daseke, Inc. Common Stock (DSKE) in Q4 2023, closing a stake of 138,292 shares — an estimated $709K sold.

Valmark Advisers first reported a position in DSKE in Q1 2021 and held it in 11 quarters. The position peaked at $997K in Q4 2021. 121 funds tracked by Wall St. Rank hold DSKE as of Q4 2023.

  • Valmark Advisers reported no remaining Daseke, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Valmark Advisers sold 138,292 Daseke, Inc. Common Stock shares in Q4 2023, an estimated $709K.
  • Valmark Advisers first reported a position in Daseke, Inc. Common Stock in Q1 2021 and held it in 11 quarters.
  • Valmark Advisers's Daseke, Inc. Common Stock position peaked at $997K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held Daseke, Inc. Common Stock as of Q4 2023.

Based on Valmark Advisers's 13F filing for Q4 2023, filed 2 Feb 2024.