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Doubleline shares owned by Evensky & Katz

Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Evensky & Katz from 13F filings

Historical chart of Evensky & Katz investment in Doubleline

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All positions including Doubleline held by Evensky & Katz consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline by Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 607k 28.00
2023-12-31 $16M 617k 26.53
2023-09-30 $15M 620k 23.67
2023-06-30 $15M 628k 24.49
2023-03-31 $15M 664k 22.67
2022-12-31 $17M 793k 21.01
2022-09-30 $492k 25k 19.98