WE
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Wealth Effects’s DLH Holdings DLHC Stock Holding History

Wealth Effects’s Portfolio DLHC Stock Details DLHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,500
Closed -$117K – 219
2024
Q3 		$117K Sell
12,500
-16,333
-57% -$172K 0.04% 211
2024
Q2 		$304K Hold
28,833
– – 0.11% 148
2024
Q1 		$383K Sell
28,833
-13,867
-32% -$214K 0.14% 129
2023
Q4 		$673K Sell
42,700
-700
-2% -$9.83K 0.25% 90
2023
Q3 		$506K Hold
43,400
– – 0.25% 92
2023
Q2 		$445K Sell
43,400
-968
-2% -$9.93K 0.2% 106
2023
Q1 		$509K Hold
44,368
– – 0.26% 87
2022
Q4 		$526K Sell
44,368
-8,000
-15% -$103K 0.3% 77
2022
Q3 		$643K Hold
52,368
– – 0.39% 63
2022
Q2 		$798K Sell
52,368
-132
-0.3% -$2.15K 0.48% 53
2022
Q1 		$994K Buy
52,500
+750
+1% +$13.3K 0.46% 50
2021
Q4 		$1.07M Buy
+51,750
New +$782K 0.44% 52

Other funds holding DLHC

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Wealth Effects's DLHC Position: Q4 2024 in Review

Wealth Effects sold out of DLH Holdings (DLHC) in Q4 2024, closing a stake of 12,500 shares — an estimated $117K sold.

Wealth Effects first reported a position in DLHC in Q4 2021 and held it in 12 quarters. The position peaked at $1.07M in Q4 2021. 60 funds tracked by Wall St. Rank hold DLHC as of Q4 2024.

  • Wealth Effects reported no remaining DLH Holdings position as of Q4 2024 after selling out during the quarter.
  • Wealth Effects sold 12,500 DLH Holdings shares in Q4 2024, an estimated $117K.
  • Wealth Effects first reported a position in DLH Holdings in Q4 2021 and held it in 12 quarters.
  • Wealth Effects's DLH Holdings position peaked at $1.07M in Q4 2021.
  • 60 funds tracked by Wall St. Rank held DLH Holdings as of Q4 2024.

Based on Wealth Effects's 13F filing for Q4 2024, filed 22 Jan 2025.