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Caldwell Trust’s DT Midstream DTM Stock Holding History

Caldwell Trust’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
2026
Q1 		$16.8K Hold
125
– – ﹤0.01% 611
2025
Q4 		$15K Hold
125
– – ﹤0.01% 617
2025
Q3 		$14.1K Hold
125
– – ﹤0.01% 608
2025
Q2 		$13.7K Hold
125
– – ﹤0.01% 607
2025
Q1 		$12.1K Hold
125
– – ﹤0.01% 615
2024
Q4 		$12.4K Hold
125
– – ﹤0.01% 588
2024
Q3 		$9.83K Hold
125
– – ﹤0.01% 610
2024
Q2 		$8.88K Hold
125
– – ﹤0.01% 616
2024
Q1 		$7.64K Hold
125
– – ﹤0.01% 635
2023
Q4 		$6.85K Sell
125
-302
-71% -$16.6K ﹤0.01% 631
2023
Q3 		$22.6K Hold
427
– – ﹤0.01% 529
2023
Q2 		$21.2K Sell
427
-50
-10% -$2.39K ﹤0.01% 548
2023
Q1 		$23.5K Sell
477
-351
-42% -$18.2K ﹤0.01% 533
2022
Q4 		$45.8K Hold
828
– – 0.01% 434
2022
Q3 		$43K Hold
828
– – 0.01% 451
2022
Q2 		$40.6K Buy
828
+456
+123% +$24.9K 0.01% 472
2022
Q1 		$20.2K Hold
372
– – ﹤0.01% 567
2021
Q4 		$17.8K Sell
372
-62
-14% -$2.97K ﹤0.01% 582
2021
Q3 		$20.1K Buy
+434
New +$19K ﹤0.01% 562

Other funds holding DTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return