Barrett Asset Management’s DT Midstream DTM Stock Holding History

Barrett Asset Management’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-258	Closed	-$12K	–	291
2021 Q4	$12K	Buy	258 +4	+2%	+$192	﹤0.01%	517
2021 Q3	$12K	Buy	+254	New	+$11.1K	﹤0.01%	412

Other funds holding DTM

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Barrett Asset Management's DTM Position: Q1 2022 in Review

Barrett Asset Management sold out of DT Midstream (DTM) in Q1 2022, closing a stake of 258 shares — an estimated $12K sold.

Barrett Asset Management first reported a position in DTM in Q3 2021 and held it in 2 quarters. The position peaked at $12K in Q4 2021. 393 funds tracked by Wall St. Rank hold DTM as of Q1 2022.

Barrett Asset Management reported no remaining DT Midstream position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 258 DT Midstream shares in Q1 2022, an estimated $12K.
Barrett Asset Management first reported a position in DT Midstream in Q3 2021 and held it in 2 quarters.
Barrett Asset Management's DT Midstream position peaked at $12K in Q4 2021.
393 funds tracked by Wall St. Rank held DT Midstream as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.