Carmel Capital Partners’s Dynatrace DT Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-265	Closed	-$12.4K	–	292
2023 Q3	$12.4K	Buy	+265	New	+$13K	0.01%	423

Other funds holding DT

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

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

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carmel Capital Partners's DT Position: Q4 2023 in Review

Carmel Capital Partners sold out of Dynatrace (DT) in Q4 2023, closing a stake of 265 shares — an estimated $12.4K sold.

Carmel Capital Partners first reported a position in DT in Q3 2023 and held it in 1 quarter. The position peaked at $12.4K in Q3 2023. 513 funds tracked by Wall St. Rank hold DT as of Q4 2023.

Carmel Capital Partners reported no remaining Dynatrace position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 265 Dynatrace shares in Q4 2023, an estimated $12.4K.
Carmel Capital Partners first reported a position in Dynatrace in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Dynatrace position peaked at $12.4K in Q3 2023.
513 funds tracked by Wall St. Rank held Dynatrace as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.