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Windsor Wealth Management’s DuPont de Nemours DD Stock Holding History

Windsor Wealth Management’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
2020
Q1 		– Sell
-3,910
Closed -$315K – 183
2019
Q4 		$315K Sell
3,910
-78
-2% -$6.48K 0.12% 154
2019
Q3 		$337K Sell
3,988
-1,450
-27% -$128K 0.15% 137
2019
Q2 		$518K Sell
5,438
-840
-13% -$100K 0.23% 109
2019
Q1 		$848K Buy
6,278
+711
+13% +$98.7K 0.48% 60
2018
Q4 		$754K Buy
5,567
+190
+4% +$27.3K 0.52% 55
2018
Q3 		$876K Buy
5,377
+1,626
+43% +$280K 0.57% 46
2018
Q2 		$626K Buy
3,751
+1,064
+40% +$178K 0.49% 56
2018
Q1 		$434K Buy
2,687
+572
+27% +$103K 0.37% 76
2017
Q4 		$381K Buy
+2,115
New +$381K 0.33% 79

Other funds holding DD

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Windsor Wealth Management's DD Position: Q1 2020 in Review

Windsor Wealth Management sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 3,910 shares — an estimated $315K sold.

Windsor Wealth Management first reported a position in DD in Q4 2017 and held it in 9 quarters. The position peaked at $876K in Q3 2018. 1,084 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • Windsor Wealth Management reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
  • Windsor Wealth Management sold 3,910 DuPont de Nemours shares in Q1 2020, an estimated $315K.
  • Windsor Wealth Management first reported a position in DuPont de Nemours in Q4 2017 and held it in 9 quarters.
  • Windsor Wealth Management's DuPont de Nemours position peaked at $876K in Q3 2018.
  • 1,084 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on Windsor Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.