Disciplined Investments’s DT Midstream DTM Stock Holding History

Disciplined Investments’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12	Closed	-$595	–	508
2023 Q2	$595	Sell	12 -1	-8%	-$48	﹤0.01%	1169
2023 Q1	$642	Buy	13 +1	+8%	+$52	﹤0.01%	1154
2022 Q4	$663	Hold	12	–	–	﹤0.01%	1072
2022 Q3	$1K	Buy	12 +4	+50%	+$216	﹤0.01%	864
2022 Q2	$0	Buy	8 +3	+60%	+$164	﹤0.01%	1348
2022 Q1	$0	Buy	+5	New	+$260	﹤0.01%	1405

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Disciplined Investments's DTM Position: Q3 2023 in Review

Disciplined Investments sold out of DT Midstream (DTM) in Q3 2023, closing a stake of 12 shares — an estimated $595 sold.

Disciplined Investments first reported a position in DTM in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 400 funds tracked by Wall St. Rank hold DTM as of Q3 2023.

Disciplined Investments reported no remaining DT Midstream position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 12 DT Midstream shares in Q3 2023, an estimated $595.
Disciplined Investments first reported a position in DT Midstream in Q1 2022 and held it in 6 quarters.
Disciplined Investments's DT Midstream position peaked at $1K in Q3 2022.
400 funds tracked by Wall St. Rank held DT Midstream as of Q3 2023.

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