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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

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