Carlson Capital Management DSTL Holdings History
Carlson Capital Management's Distillate U.S. Fundamental Stability & Value ETF Holding Summary
As of 2024-12-31, Carlson Capital Management held 5.32 Mil shares of Distillate U.S. Fundamental Stability & Value ETF(DSTL), totaling $291.93 Mil. This investment constitutes 12.74% of their stock portfolio, and Carlson Capital Management now holds 14.37% of the outstanding Distillate U.S. Fundamental Stability & Value ETF(DSTL) stock.
The initial trade took place in 2021Q3. And since then Carlson Capital Management has made 12 purchases of DSTL, at an average price of $43.20, for a total of 7.30 Mil shares. In addition, there have been 2 sales at an average price of $51.52 for 1.98 Mil shares. Based on historical transaction data and DSTL's current price of $55.99, Carlson Capital Management's estimated gain on his DSTL holdings is $84.44 Mil, reflecting a 26.79% gain to date.
Carlson Capital Management DSTL ($55.99) Holding Chart
Carlson Capital Management DSTL ($55.99) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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