Y-Intercept (HK)’s Dillards DDS Stock Holding History

Y-Intercept (HK)’s Portfolio DDS Stock Details DDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.84M	Buy	+3,480	New	+$2.01M	0.04%	751
2026 Q1	–	Sell	-1,373	Closed	-$833K	–	1658
2025 Q4	$833K	Buy	+1,373	New	+$865K	0.02%	1062
2024 Q3	–	Sell	-1,094	Closed	-$482K	–	1412
2024 Q2	$482K	Buy	+1,094	New	+$473K	0.03%	824
2023 Q4	–	Sell	-995	Closed	-$329K	–	1308
2023 Q3	$329K	Sell	995 -51	-5%	-$16.8K	0.03%	727
2023 Q2	$341K	Buy	1,046 +22	+2%	+$6.73K	0.04%	722
2023 Q1	$315K	Buy	+1,024	New	+$364K	0.04%	748
2022 Q4	–	Sell	-1,177	Closed	-$321K	–	1063
2022 Q3	$321K	Buy	+1,177	New	+$311K	0.03%	680

Other funds holding DDS

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return