AFT
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Alpha Family Trust’s Dynatrace DT Stock Holding History

Alpha Family Trust’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-123,417
Closed -$4.3M – 124
2022
Q3 		$4.3M Hold
123,417
– – 3.25% 12
2022
Q2 		$4.87M Sell
123,417
-74,558
-38% -$2.97M 3.1% 11
2022
Q1 		$9.32M Buy
197,975
+25,000
+14% +$1.18M 3.78% 11
2021
Q4 		$10.4M Hold
172,975
– – 2.93% 11
2021
Q3 		$12.3M Hold
172,975
– – 3.98% 9
2021
Q2 		$10.1M Hold
172,975
– – 3.18% 12
2021
Q1 		$8.34M Buy
172,975
+25,000
+17% +$1.21M 3.87% 9
2020
Q4 		$6.4M Buy
+147,975
New +$5.88M 3.99% 10

Other funds holding DT

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Alpha Family Trust's DT Position: Q4 2022 in Review

Alpha Family Trust sold out of Dynatrace (DT) in Q4 2022, closing a stake of 123,417 shares — an estimated $4.3M sold.

Alpha Family Trust first reported a position in DT in Q4 2020 and held it in 8 quarters. The position peaked at $12.3M in Q3 2021. 390 funds tracked by Wall St. Rank hold DT as of Q4 2022.

  • Alpha Family Trust reported no remaining Dynatrace position as of Q4 2022 after selling out during the quarter.
  • Alpha Family Trust sold 123,417 Dynatrace shares in Q4 2022, an estimated $4.3M.
  • Alpha Family Trust first reported a position in Dynatrace in Q4 2020 and held it in 8 quarters.
  • Alpha Family Trust's Dynatrace position peaked at $12.3M in Q3 2021.
  • 390 funds tracked by Wall St. Rank held Dynatrace as of Q4 2022.

Based on Alpha Family Trust's 13F filing for Q4 2022, filed 9 Feb 2023.