A detailed history of 1607 Capital Partners, LLC transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, 1607 Capital Partners, LLC holds 591,566 shares of ADX stock, worth $13 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
591,566
Previous 1,543,286 61.67%
Holding current value
$13 Million
Previous $33.2 Million 61.54%
% of portfolio
1.17%
Previous 2.97%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$19.94 - $22.45 $19 Million - $21.4 Million
-951,720 Reduced 61.67%
591,566 $12.8 Million
Q2 2024

Aug 08, 2024

SELL
$18.39 - $21.58 $6.32 Million - $7.41 Million
-343,579 Reduced 18.21%
1,543,286 $33.2 Million
Q1 2024

May 13, 2024

SELL
$17.19 - $19.52 $1.92 Million - $2.19 Million
-111,956 Reduced 5.6%
1,886,865 $36.8 Million
Q4 2023

Feb 13, 2024

SELL
$15.85 - $17.76 $1.75 Million - $1.96 Million
-110,461 Reduced 5.24%
1,998,821 $35.4 Million
Q3 2023

Nov 14, 2023

SELL
$16.49 - $17.7 $3.9 Million - $4.18 Million
-236,247 Reduced 10.07%
2,109,282 $35.1 Million
Q2 2023

Aug 14, 2023

SELL
$15.35 - $16.81 $749,095 - $820,344
-48,801 Reduced 2.04%
2,345,529 $39.4 Million
Q1 2023

May 15, 2023

SELL
$14.36 - $16.05 $1.62 Million - $1.81 Million
-113,010 Reduced 4.51%
2,394,330 $37.2 Million
Q4 2022

Feb 14, 2023

BUY
$14.34 - $16.08 $14,340 - $16,079
1,000 Added 0.04%
2,507,340 $36.5 Million
Q3 2022

Nov 14, 2022

BUY
$14.57 - $17.38 $598,827 - $714,318
41,100 Added 1.67%
2,506,340 $36.5 Million
Q2 2022

Aug 15, 2022

BUY
$14.8 - $18.58 $4.78 Million - $6 Million
322,743 Added 15.06%
2,465,240 $37.8 Million
Q1 2022

May 16, 2022

BUY
$16.89 - $19.56 $658,051 - $762,077
38,961 Added 1.85%
2,142,497 $39.5 Million
Q4 2021

Feb 14, 2022

BUY
$18.53 - $22.21 $59,296 - $71,072
3,200 Added 0.15%
2,103,536 $40.8 Million
Q3 2021

Nov 15, 2021

SELL
$19.54 - $20.85 $1.09 Million - $1.16 Million
-55,800 Reduced 2.59%
2,100,336 $41.6 Million
Q2 2021

Aug 16, 2021

BUY
$18.43 - $19.77 $93,993 - $100,827
5,100 Added 0.24%
2,156,136 $42.6 Million
Q1 2021

May 17, 2021

SELL
$17.03 - $18.26 $132,834 - $142,428
-7,800 Reduced 0.36%
2,151,036 $39.3 Million
Q4 2020

Feb 16, 2021

SELL
$15.56 - $17.54 $135,372 - $152,598
-8,700 Reduced 0.4%
2,158,836 $37.3 Million
Q3 2020

Nov 16, 2020

BUY
$15.0 - $17.21 $443,610 - $508,968
29,574 Added 1.38%
2,167,536 $35.1 Million
Q2 2020

Aug 14, 2020

BUY
$11.9 - $15.58 $909,160 - $1.19 Million
76,400 Added 3.71%
2,137,962 $31.9 Million
Q4 2019

Feb 14, 2020

SELL
$15.3 - $16.69 $1.38 Million - $1.5 Million
-89,883 Reduced 4.18%
2,061,562 $32.5 Million
Q3 2019

Nov 14, 2019

SELL
$15.09 - $16.05 $641,988 - $682,831
-42,544 Reduced 1.94%
2,151,445 $34.1 Million
Q2 2019

Aug 14, 2019

SELL
$14.4 - $15.52 $51,840 - $55,872
-3,600 Reduced 0.16%
2,193,989 $33.9 Million
Q4 2018

Feb 14, 2019

BUY
$11.97 - $16.66 $1.43 Million - $1.99 Million
119,262 Added 5.74%
2,197,589 $27.7 Million
Q3 2018

Nov 14, 2018

BUY
$15.34 - $16.75 $2.53 Million - $2.77 Million
165,100 Added 8.63%
2,078,327 $34.6 Million
Q2 2018

Aug 14, 2018

BUY
$14.44 - $15.74 $3.93 Million - $4.29 Million
272,363 Added 16.6%
1,913,227 $29.5 Million
Q1 2018

May 15, 2018

BUY
$14.51 - $16.07 $5.05 Million - $5.6 Million
348,323 Added 26.95%
1,640,864 $24.2 Million
Q4 2017

Feb 14, 2018

BUY
$14.64 - $15.8 $15,620 - $16,858
1,067 Added 0.08%
1,292,541 $19.4 Million
Q3 2017

Nov 14, 2017

BUY
$14.49 - $15.21 $18.7 Million - $19.6 Million
1,291,474
1,291,474 $19.6 Million

Others Institutions Holding ADX

About ADAMS DIVERSIFIED EQUITY FUND, INC.


  • Ticker ADX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 117,840,000
  • Market Cap $2.59B
  • Description
  • Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quant...
More about ADX
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