Claris Advisors’s Dynatrace DT Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-8	Closed	-$428	–	371
2024 Q3	$428	Buy	+8	New	+$381	﹤0.01%	709

Other funds holding DT

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Claris Advisors's DT Position: Q4 2024 in Review

Claris Advisors sold out of Dynatrace (DT) in Q4 2024, closing a stake of 8 shares — an estimated $428 sold.

Claris Advisors first reported a position in DT in Q3 2024 and held it in 1 quarter. The position peaked at $428 in Q3 2024. 578 funds tracked by Wall St. Rank hold DT as of Q4 2024.

Claris Advisors reported no remaining Dynatrace position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 8 Dynatrace shares in Q4 2024, an estimated $428.
Claris Advisors first reported a position in Dynatrace in Q3 2024 and held it in 1 quarter.
Claris Advisors's Dynatrace position peaked at $428 in Q3 2024.
578 funds tracked by Wall St. Rank held Dynatrace as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.