DI
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Disciplined Investments’s Dynatrace DT Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-23
Closed -$1.18K – 506
2023
Q2 		$1.18K Buy
23
+1
+5% +$47 ﹤0.01% 888
2023
Q1 		$931 Buy
22
+2
+10% +$81 ﹤0.01% 993
2022
Q4 		$766 Sell
20
-5
-20% -$182 ﹤0.01% 1012
2022
Q3 		$1K Buy
25
+5
+25% +$193 ﹤0.01% 863
2022
Q2 		$1K Buy
20
+1
+5% +$40 ﹤0.01% 877
2022
Q1 		$1K Buy
+19
New +$895 ﹤0.01% 936

Other funds holding DT

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Disciplined Investments's DT Position: Q3 2023 in Review

Disciplined Investments sold out of Dynatrace (DT) in Q3 2023, closing a stake of 23 shares — an estimated $1.18K sold.

Disciplined Investments first reported a position in DT in Q1 2022 and held it in 6 quarters. The position peaked at $1.18K in Q2 2023. 459 funds tracked by Wall St. Rank hold DT as of Q3 2023.

  • Disciplined Investments reported no remaining Dynatrace position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 23 Dynatrace shares in Q3 2023, an estimated $1.18K.
  • Disciplined Investments first reported a position in Dynatrace in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Dynatrace position peaked at $1.18K in Q2 2023.
  • 459 funds tracked by Wall St. Rank held Dynatrace as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.