DJYG
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David J. Yvars Group’s Dynatrace DT Stock Holding History

David J. Yvars Group’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
Q1 		– Sell
-48,560
Closed -$2.66M – 79
2023
Q4 		$2.66M Sell
48,560
-6,305
-11% -$319K 2.14% 15
2023
Q3 		$2.56M Sell
54,865
-1,125
-2% -$55.3K 2.14% 16
2023
Q2 		$2.88M Buy
+55,990
New +$2.62M 2.38% 14

Other funds holding DT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

David J. Yvars Group's DT Position: Q1 2024 in Review

David J. Yvars Group sold out of Dynatrace (DT) in Q1 2024, closing a stake of 48,560 shares — an estimated $2.66M sold.

David J. Yvars Group first reported a position in DT in Q2 2023 and held it in 3 quarters. The position peaked at $2.88M in Q2 2023. 542 funds tracked by Wall St. Rank hold DT as of Q1 2024.

  • David J. Yvars Group reported no remaining Dynatrace position as of Q1 2024 after selling out during the quarter.
  • David J. Yvars Group sold 48,560 Dynatrace shares in Q1 2024, an estimated $2.66M.
  • David J. Yvars Group first reported a position in Dynatrace in Q2 2023 and held it in 3 quarters.
  • David J. Yvars Group's Dynatrace position peaked at $2.88M in Q2 2023.
  • 542 funds tracked by Wall St. Rank held Dynatrace as of Q1 2024.

Based on David J. Yvars Group's 13F filing for Q1 2024, filed 11 Apr 2024.