Burleson & Co’s DT Midstream DTM Stock Holding History

Burleson & Co’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 Q4	$195K	Hold	3,528	–	–	0.05%	125
2022 Q3	$183K	Hold	3,528	–	–	0.04%	138
2022 Q2	$173K	Hold	3,528	–	–	0.04%	128
2022 Q1	$191K	Hold	3,528	–	–	0.03%	137
2021 Q4	$169K	Hold	3,528	–	–	0.02%	146
2021 Q3	$163K	Buy	+3,528	New	+$154K	0.02%	139

Other funds holding DTM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EIP

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

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KACA

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

Burleson & Co's DTM Position: Q4 2022 in Review

Burleson & Co held its DT Midstream (DTM) position steady in Q4 2022 at 3,528 shares worth $195K. The position accounts for 0.05% of the portfolio, ranked #125.

Burleson & Co first reported a position in DTM in Q3 2021 and has held it in 6 quarters since. 435 funds tracked by Wall St. Rank hold DTM as of Q4 2022.

Burleson & Co held 3,528 shares of DT Midstream worth $195K as of Q4 2022.
Burleson & Co left its DT Midstream share count unchanged in Q4 2022.
DT Midstream made up 0.05% of Burleson & Co's portfolio in Q4 2022, its #125 holding.
Burleson & Co first reported a position in DT Midstream in Q3 2021 and has held it in 6 quarters since.
435 funds tracked by Wall St. Rank held DT Midstream as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.