A detailed history of Diversified Trust CO transactions in Adams Diversified Equity Fund, Inc. stock. As of the latest transaction made, Diversified Trust CO holds 64,058 shares of ADX stock, worth $1.39 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
64,058
Previous 91,015 29.62%
Holding current value
$1.39 Million
Previous $1.96 Million 29.36%
% of portfolio
0.04%
Previous 0.07%

Shares

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

Oct 07, 2024

SELL
$19.94 - $22.45 $537,522 - $605,184
-26,957 Reduced 29.62%
64,058 $1.38 Million
Q1 2023

Apr 07, 2023

BUY
$14.36 - $16.05 $43,080 - $48,150
3,000 Added 3.41%
91,015 $1.42 Million
Q4 2022

Jan 17, 2023

BUY
$14.34 - $16.08 $71,700 - $80,399
5,000 Added 6.02%
88,015 $1.28 Million
Q3 2021

Jan 13, 2022

SELL
$19.54 - $20.85 $413,720 - $441,457
-21,173 Reduced 20.32%
83,015 $1.64 Million
Q4 2019

Jan 09, 2020

BUY
$15.3 - $16.69 $120,625 - $131,583
7,884 Added 8.19%
104,188 $1.64 Million
Q1 2019

May 22, 2019

SELL
$12.37 - $14.5 $149,689 - $175,464
-12,101 Reduced 11.16%
96,304 $1.39 Million
Q4 2018

Jan 18, 2019

BUY
$11.97 - $16.66 $156,184 - $217,379
13,048 Added 13.68%
108,405 $1.37 Million
Q2 2018

Jul 23, 2018

BUY
$14.44 - $15.74 $21,082 - $22,980
1,460 Added 1.55%
95,357 $1.47 Million
Q4 2017

Jan 19, 2018

BUY
$14.64 - $15.8 $105,246 - $113,586
7,189 Added 8.29%
93,897 $1.41 Million
Q3 2017

Oct 17, 2017

BUY
$14.49 - $15.21 $1.26 Million - $1.32 Million
86,708
86,708 $1.32 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 $2.56B
  • 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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