Welch & Forbes’s DexCom DXCM Stock Holding History

Welch & Forbes’s Portfolio DXCM Stock Details DXCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,857	Closed	-$360K	–	367
2023 Q3	$360K	Sell	3,857 -191	-5%	-$21.5K	0.01%	311
2023 Q2	$520K	Buy	4,048 +48	+1%	+$5.8K	0.01%	283
2023 Q1	$465K	Sell	4,000 -596	-13%	-$66.7K	0.01%	287
2022 Q4	$520K	Hold	4,596	–	–	0.01%	277
2022 Q3	$370K	Buy	4,596 +196	+4%	+$16.6K	0.01%	307
2022 Q2	$328K	Hold	4,400	–	–	0.01%	317
2022 Q1	$563K	Sell	4,400 -3,200	-42%	-$350K	0.01%	282
2021 Q4	$1.02M	Hold	7,600	–	–	0.02%	230
2021 Q3	$1.04M	Hold	7,600	–	–	0.02%	222
2021 Q2	$811K	Hold	7,600	–	–	0.01%	243
2021 Q1	$683K	Sell	7,600 -2,000	-21%	-$188K	0.01%	247
2020 Q4	$887K	Buy	+9,600	New	+$857K	0.02%	223

Other funds holding DXCM

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Welch & Forbes's DXCM Position: Q4 2023 in Review

Welch & Forbes sold out of DexCom (DXCM) in Q4 2023, closing a stake of 3,857 shares — an estimated $360K sold.

Welch & Forbes first reported a position in DXCM in Q4 2020 and held it in 12 quarters. The position peaked at $1.04M in Q3 2021. 974 funds tracked by Wall St. Rank hold DXCM as of Q4 2023.

Welch & Forbes reported no remaining DexCom position as of Q4 2023 after selling out during the quarter.
Welch & Forbes sold 3,857 DexCom shares in Q4 2023, an estimated $360K.
Welch & Forbes first reported a position in DexCom in Q4 2020 and held it in 12 quarters.
Welch & Forbes's DexCom position peaked at $1.04M in Q3 2021.
974 funds tracked by Wall St. Rank held DexCom as of Q4 2023.

Based on Welch & Forbes's 13F filing for Q4 2023, filed 6 Feb 2024.