Berman Capital Advisors’s Dynatrace DT Stock Holding History

Berman Capital Advisors’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
2021 Q3	$28K	Buy	407 +113	+38%	+$7.41K	﹤0.01%	881
2021 Q2	$17K	Buy	294 +263	+848%	+$13.7K	﹤0.01%	961
2021 Q1	$0	Sell	31 -108	-78%	-$5.24K	﹤0.01%	1794
2020 Q4	$6K	Buy	139 +44	+46%	+$1.75K	﹤0.01%	1077
2020 Q3	$3K	Buy	+95	New	+$3.89K	﹤0.01%	1181

Other funds holding DT

Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Berman Capital Advisors's DT Position: Q3 2021 in Review

Berman Capital Advisors increased its Dynatrace (DT) stake by 38% in Q3 2021, buying an estimated $7.41K and bringing the position to 407 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Berman Capital Advisors first reported a position in DT in Q3 2020 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold DT as of Q3 2021.

Berman Capital Advisors held 407 shares of Dynatrace worth $28K as of Q3 2021.
Berman Capital Advisors bought 113 Dynatrace shares in Q3 2021, an estimated $7.41K.
Dynatrace made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #881 holding.
Berman Capital Advisors first reported a position in Dynatrace in Q3 2020 and has held it in 5 quarters since.
375 funds tracked by Wall St. Rank held Dynatrace as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.