EFH
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Eaton Financial Holdings’s Dynatrace DT Stock Holding History

Eaton Financial Holdings’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
-31,119
Closed -$1.7M – 94
2023
Q4 		$1.7M Sell
31,119
-1,202
-4% -$60.8K 0.41% 72
2023
Q3 		$1.51M Buy
+32,321
New +$1.59M 0.4% 71

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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

Eaton Financial Holdings's DT Position: Q1 2024 in Review

Eaton Financial Holdings sold out of Dynatrace (DT) in Q1 2024, closing a stake of 31,119 shares — an estimated $1.7M sold.

Eaton Financial Holdings first reported a position in DT in Q3 2023 and held it in 2 quarters. The position peaked at $1.7M in Q4 2023. 542 funds tracked by Wall St. Rank hold DT as of Q1 2024.

  • Eaton Financial Holdings reported no remaining Dynatrace position as of Q1 2024 after selling out during the quarter.
  • Eaton Financial Holdings sold 31,119 Dynatrace shares in Q1 2024, an estimated $1.7M.
  • Eaton Financial Holdings first reported a position in Dynatrace in Q3 2023 and held it in 2 quarters.
  • Eaton Financial Holdings's Dynatrace position peaked at $1.7M in Q4 2023.
  • 542 funds tracked by Wall St. Rank held Dynatrace as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.