Winch Advisory Services’s Dolby DLB Stock Holding History

Winch Advisory Services’s Portfolio DLB Stock Details DLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-13	Closed	-$1K	–	408
2022 Q2	$1K	Sell	13 -1	-7%	-$76	﹤0.01%	379
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	410
2021 Q4	$1K	Sell	14 -13	-48%	-$1.16K	﹤0.01%	426
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	403
2021 Q2	$3K	Hold	27	–	–	﹤0.01%	376
2021 Q1	$3K	Hold	27	–	–	﹤0.01%	349
2020 Q4	$3K	Buy	+27	New	+$2.23K	﹤0.01%	338

Other funds holding DLB

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Winch Advisory Services's DLB Position: Q3 2022 in Review

Winch Advisory Services sold out of Dolby (DLB) in Q3 2022, closing a stake of 13 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in DLB in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q2 2021. 377 funds tracked by Wall St. Rank hold DLB as of Q3 2022.

Winch Advisory Services reported no remaining Dolby position as of Q3 2022 after selling out during the quarter.
Winch Advisory Services sold 13 Dolby shares in Q3 2022, an estimated $1K.
Winch Advisory Services first reported a position in Dolby in Q4 2020 and held it in 7 quarters.
Winch Advisory Services's Dolby position peaked at $3K in Q2 2021.
377 funds tracked by Wall St. Rank held Dolby as of Q3 2022.

Based on Winch Advisory Services's 13F filing for Q3 2022, filed 31 Oct 2022.