Beaton Management Co. Inc. DD — DU PONT E I DE NEMOURS & CO COM

Ownership history in Beaton Management Co. Inc.  ·  28 quarters on record

AI Ownership Summary

Beaton Management Co. Inc. reported DU PONT E I DE NEMOURS & CO COM (DD) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.47% in 2023 Q4. The latest visible filing shows DD at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beaton Management Co. Inc.'s position in DU PONT E I DE NEMOURS & CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DD was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DD stock page Beaton Management Co. Inc. fund profile Beaton Management Co. Inc. full holdings
How Beaton Management Co. Inc. held DD — position size vs. price
% of Fund (quarterly)    DD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 9,999 — 0% 0.18% $402K 2026-02-14 (Est.) $50.02
2025 Q3 REDUCED — — — 9,999 -66 -0.7% 0.35% $779K 2025-11-12 $40.42
2025 Q2 UNCHANGED — — — 10,065 — 0% 0.34% $690K 2025-08-12 $29.67
2025 Q1 REDUCED — — — 10,065 -102 -1.0% 0.39% $752K 2025-04-25 $26.93
2024 Q4 UNCHANGED — — — 10,167 — 0% 0.39% $775K 2025-01-31 $31.33
2024 Q3 UNCHANGED — — — 10,167 — 0% 0.46% $906K 2024-11-06 $34.24
2024 Q2 UNCHANGED — — — 10,167 — 0% 0.44% $818K 2024-08-13 $31.87
2024 Q1 UNCHANGED — — — 10,167 — 0% 0.42% $780K 2024-05-10 $31.69
2023 Q4 REDUCED 7.1% +0.9% ❌ 10,167 -782 -7.1% 0.47% $782K 2024-02-09 $27.08
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DD

As of 2026 Q1 — sorted by position size

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3Y 7Y 3.33% BFI Infinity Ltd. 2.07% Mondrian Investment Partners LTD 3Y 7Y 1.62% CORBYN INVESTMENT MANAGEMENT INC/MD 3Y 7Y 1.27% Midway Capital Research & Management 1.25% OUTFITTERS FINANCIAL LLC 3Y 1.1% Steigerwald, Gordon & Koch Inc. 3Y 7Y 0.91% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 0.84% CALIFORNIA FIRST LEASING CORP 3Y 0.79% DELTA CAPITAL MANAGEMENT LLC 3Y 7Y 0.73%

FAQ About Beaton Management Co. Inc. and DD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beaton Management Co. Inc. reported owning DD?

Beaton Management Co. Inc. reported DD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DD position in Beaton Management Co. Inc.'s portfolio?

The largest reported portfolio weight for DD was 0.47% in 2023 Q4.

What is the latest reported DD position on this page?

The most recent filing on this page is 2025 Q4, when Beaton Management Co. Inc. reported 9,999 shares, equal to 0.18% of portfolio, with an estimated market value of $402K.

What does the chart on this DD ownership page compare?

The chart compares Beaton Management Co. Inc.'s quarterly DD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beaton Management Co. Inc. time their DD position?

Based on 13F filing dates vs. subsequent DD price moves, Beaton Management Co. Inc. correctly timed 4 out of 15 reported position changes (27%). The annualised alpha on DD relative to SPY over the holding period was -3.6%.

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