Wellesley Investment Partners’s DuPont de Nemours DD Stock Holding History

Wellesley Investment Partners’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-8,009	Closed	-$1.08M	–	113
2019 Q1	$1.08M	Sell	8,009 -1,780	-18%	-$247K	0.37%	39
2018 Q4	$1.32M	Buy	9,789 +540	+6%	+$77.5K	0.47%	30
2018 Q3	$1.51M	Buy	9,249 +276	+3%	+$47.5K	0.49%	31
2018 Q2	$1.5M	Buy	8,973 +828	+10%	+$139K	0.52%	29
2018 Q1	$1.31M	Buy	8,145 +1,358	+20%	+$246K	0.47%	30
2017 Q4	$1.22M	Buy	6,787 +4,832	+247%	+$870K	0.46%	35
2017 Q3	$342K	Buy	+1,955	New	+$326K	0.14%	87

Other funds holding DD

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Wellesley Investment Partners's DD Position: Q2 2019 in Review

Wellesley Investment Partners sold out of DuPont de Nemours (DD) in Q2 2019, closing a stake of 8,009 shares — an estimated $1.08M sold.

Wellesley Investment Partners first reported a position in DD in Q3 2017 and held it in 7 quarters. The position peaked at $1.51M in Q3 2018. 1,373 funds tracked by Wall St. Rank hold DD as of Q2 2019.

Wellesley Investment Partners reported no remaining DuPont de Nemours position as of Q2 2019 after selling out during the quarter.
Wellesley Investment Partners sold 8,009 DuPont de Nemours shares in Q2 2019, an estimated $1.08M.
Wellesley Investment Partners first reported a position in DuPont de Nemours in Q3 2017 and held it in 7 quarters.
Wellesley Investment Partners's DuPont de Nemours position peaked at $1.51M in Q3 2018.
1,373 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2019.

Based on Wellesley Investment Partners's 13F filing for Q2 2019, filed 5 Aug 2019.