WealthStone’s Diamond Hill DHIL Stock Holding History

WealthStone’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 Q1	$355K	Buy	2,278 +100	+5%	+$15.4K	0.12%	125
2020 Q4	$325K	Hold	2,178	–	–	0.12%	123
2020 Q3	$275K	Buy	+2,178	New	+$265K	0.13%	113

Other funds holding DHIL

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Touchstone Capital Pittsburgh, Pennsylvania $195M AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ESBC

E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return

WealthStone's DHIL Position: Q1 2021 in Review

WealthStone increased its Diamond Hill (DHIL) stake by 4.6% in Q1 2021, buying an estimated $15.4K and bringing the position to 2,278 shares worth $355K. The position accounts for 0.12% of the portfolio, ranked #125.

WealthStone first reported a position in DHIL in Q3 2020 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold DHIL as of Q1 2021.

WealthStone held 2,278 shares of Diamond Hill worth $355K as of Q1 2021.
WealthStone bought 100 Diamond Hill shares in Q1 2021, an estimated $15.4K.
Diamond Hill made up 0.12% of WealthStone's portfolio in Q1 2021, its #125 holding.
WealthStone first reported a position in Diamond Hill in Q3 2020 and has held it in 3 quarters since.
112 funds tracked by Wall St. Rank held Diamond Hill as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.