Waldron Private Wealth’s Dauch Corp DCH Stock Holding History

Waldron Private Wealth’s Portfolio DCH Stock Details DCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-88,471	Closed	-$691K	–	385
2023 Q1	$691K	Buy	+88,471	New	+$759K	0.03%	212

Other funds holding DCH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waldron Private Wealth's DCH Position: Q2 2023 in Review

Waldron Private Wealth sold out of Dauch Corp (DCH) in Q2 2023, closing a stake of 88,471 shares — an estimated $691K sold.

Waldron Private Wealth first reported a position in DCH in Q1 2023 and held it in 1 quarter. The position peaked at $691K in Q1 2023. 208 funds tracked by Wall St. Rank hold DCH as of Q2 2023.

Waldron Private Wealth reported no remaining Dauch Corp position as of Q2 2023 after selling out during the quarter.
Waldron Private Wealth sold 88,471 Dauch Corp shares in Q2 2023, an estimated $691K.
Waldron Private Wealth first reported a position in Dauch Corp in Q1 2023 and held it in 1 quarter.
Waldron Private Wealth's Dauch Corp position peaked at $691K in Q1 2023.
208 funds tracked by Wall St. Rank held Dauch Corp as of Q2 2023.

Based on Waldron Private Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.