AtonRa Partners’s Dynatrace DT Stock Holding History

AtonRa Partners’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
2023 Q4	$473K	Sell	8,651 -1,338	-13%	-$67.6K	0.94%	42
2023 Q3	$467K	Sell	9,989 -2,467	-20%	-$121K	0.98%	35
2023 Q2	$641K	Sell	12,456 -2,393	-16%	-$112K	0.99%	29
2023 Q1	$628K	Sell	14,849 -6,137	-29%	-$248K	0.92%	35
2022 Q4	$804K	Sell	20,986 -6,581	-24%	-$239K	1.02%	35
2022 Q3	$960K	Buy	27,567 +1,879	+7%	+$72.6K	0.94%	44
2022 Q2	$1.01M	Sell	25,688 -851	-3%	-$33.9K	0.93%	42
2022 Q1	$1.25M	Sell	26,539 -11,411	-30%	-$537K	0.68%	68
2021 Q4	$2.29M	Buy	37,950 +10,199	+37%	+$695K	0.8%	60
2021 Q3	$1.97M	Buy	27,751 +1,642	+6%	+$108K	0.66%	65
2021 Q2	$1.52M	Sell	26,109 -457	-2%	-$23.9K	0.56%	67
2021 Q1	$1.28M	Buy	26,566 +3,369	+15%	+$163K	0.57%	72
2020 Q4	$1M	Buy	+23,197	New	+$921K	0.49%	64

Other funds holding DT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AtonRa Partners's DT Position: Q4 2023 in Review

AtonRa Partners reduced its Dynatrace (DT) stake by 13% in Q4 2023, selling an estimated $67.6K and leaving 8,651 shares worth $473K. The position accounts for 0.94% of the portfolio, ranked #42.

AtonRa Partners first reported a position in DT in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.29M in Q4 2021. 513 funds tracked by Wall St. Rank hold DT as of Q4 2023.

AtonRa Partners held 8,651 shares of Dynatrace worth $473K as of Q4 2023.
AtonRa Partners sold 1,338 Dynatrace shares in Q4 2023, an estimated $67.6K.
Dynatrace made up 0.94% of AtonRa Partners's portfolio in Q4 2023, its #42 holding.
AtonRa Partners first reported a position in Dynatrace in Q4 2020 and has held it in 13 quarters since.
AtonRa Partners's Dynatrace position peaked at $2.29M in Q4 2021.
513 funds tracked by Wall St. Rank held Dynatrace as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.