Caldwell Trust’s DXC Technology DXC Stock Holding History

Caldwell Trust’s Portfolio DXC Stock Details DXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-79	Closed	-$2.09K	–	733
2022 Q4	$2.09K	Hold	79	–	–	﹤0.01%	698
2022 Q3	$1.93K	Hold	79	–	–	﹤0.01%	701
2022 Q2	$2.39K	Hold	79	–	–	﹤0.01%	714
2022 Q1	$2.58K	Hold	79	–	–	﹤0.01%	712
2021 Q4	$2.54K	Hold	79	–	–	﹤0.01%	706
2021 Q3	$2.65K	Hold	79	–	–	﹤0.01%	698
2021 Q2	$3.08K	Hold	79	–	–	﹤0.01%	701
2021 Q1	$2.47K	Hold	79	–	–	﹤0.01%	693
2020 Q4	$2.03K	Hold	79	–	–	﹤0.01%	699
2020 Q3	$1.41K	Hold	79	–	–	﹤0.01%	707
2020 Q2	$1.3K	Sell	79 -12	-13%	-$191	﹤0.01%	740
2020 Q1	$1.19K	Hold	91	–	–	﹤0.01%	775
2019 Q4	$3.42K	Buy	+91	New	+$2.97K	﹤0.01%	764

Other funds holding DXC

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caldwell Trust's DXC Position: Q1 2023 in Review

Caldwell Trust sold out of DXC Technology (DXC) in Q1 2023, closing a stake of 79 shares — an estimated $2.09K sold.

Caldwell Trust first reported a position in DXC in Q4 2019 and held it in 13 quarters. The position peaked at $3.42K in Q4 2019. 488 funds tracked by Wall St. Rank hold DXC as of Q1 2023.

Caldwell Trust reported no remaining DXC Technology position as of Q1 2023 after selling out during the quarter.
Caldwell Trust sold 79 DXC Technology shares in Q1 2023, an estimated $2.09K.
Caldwell Trust first reported a position in DXC Technology in Q4 2019 and held it in 13 quarters.
Caldwell Trust's DXC Technology position peaked at $3.42K in Q4 2019.
488 funds tracked by Wall St. Rank held DXC Technology as of Q1 2023.

Based on Caldwell Trust's 13F filing for Q1 2023, filed 1 Oct 2025.