BIM
DCT

Barton Investment Management’s Duck Creek Technologies, Inc. Common Stock DCT Stock Holding History

Barton Investment Management’s Portfolio DCT Stock Details DCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,060,349
Closed -$12.8M – 43
2022
Q4 		$12.8M Buy
1,060,349
+128,875
+14% +$1.48M 2.51% 11
2022
Q3 		$11M Sell
931,474
-121,039
-12% -$1.6M 2.25% 13
2022
Q2 		$15.6M Buy
1,052,513
+20,510
+2% +$360K 3.16% 11
2022
Q1 		$22.8M Buy
1,032,003
+140,065
+16% +$3.35M 2.89% 12
2021
Q4 		$26.9M Buy
891,938
+224,467
+34% +$7.22M 2.33% 12
2021
Q3 		$29.5M Buy
667,471
+52,454
+9% +$2.37M 2.47% 11
2021
Q2 		$26.8M Buy
615,017
+240,620
+64% +$9.79M 2.2% 12
2021
Q1 		$16.9M Buy
+374,397
New +$18M 1.57% 13

Other funds holding DCT

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Barton Investment Management's DCT Position: Q1 2023 in Review

Barton Investment Management sold out of Duck Creek Technologies, Inc. Common Stock (DCT) in Q1 2023, closing a stake of 1,060,349 shares — an estimated $12.8M sold.

Barton Investment Management first reported a position in DCT in Q1 2021 and held it in 8 quarters. The position peaked at $29.5M in Q3 2021. 4 funds tracked by Wall St. Rank hold DCT as of Q1 2023.

  • Barton Investment Management reported no remaining Duck Creek Technologies, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Barton Investment Management sold 1,060,349 Duck Creek Technologies, Inc. Common Stock shares in Q1 2023, an estimated $12.8M.
  • Barton Investment Management first reported a position in Duck Creek Technologies, Inc. Common Stock in Q1 2021 and held it in 8 quarters.
  • Barton Investment Management's Duck Creek Technologies, Inc. Common Stock position peaked at $29.5M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Duck Creek Technologies, Inc. Common Stock as of Q1 2023.

Based on Barton Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.