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Hillsdale Investment Management’s Dynatrace DT Stock Holding History

Hillsdale Investment Management’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
Q4 		– Sell
-10,620
Closed -$496K – 583
2023
Q3 		$496K Buy
10,620
+10,400
+4,727% +$511K 0.05% 275
2023
Q2 		$11.3K Sell
220
-130
-37% -$6.09K ﹤0.01% 432
2023
Q1 		$14.8K Hold
350
– – ﹤0.01% 516
2022
Q4 		$13.4K Sell
350
-13,500
-97% -$491K ﹤0.01% 513
2022
Q3 		$482K Hold
13,850
– – 0.04% 333
2022
Q2 		$546K Buy
13,850
+13,600
+5,440% +$541K 0.04% 312
2022
Q1 		$12K Hold
250
– – ﹤0.01% 520
2021
Q4 		$15K Buy
+250
New +$17K ﹤0.01% 531

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
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hillsdale Investment Management's DT Position: Q4 2023 in Review

Hillsdale Investment Management sold out of Dynatrace (DT) in Q4 2023, closing a stake of 10,620 shares — an estimated $496K sold.

Hillsdale Investment Management first reported a position in DT in Q4 2021 and held it in 8 quarters. The position peaked at $546K in Q2 2022. 513 funds tracked by Wall St. Rank hold DT as of Q4 2023.

  • Hillsdale Investment Management reported no remaining Dynatrace position as of Q4 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 10,620 Dynatrace shares in Q4 2023, an estimated $496K.
  • Hillsdale Investment Management first reported a position in Dynatrace in Q4 2021 and held it in 8 quarters.
  • Hillsdale Investment Management's Dynatrace position peaked at $546K in Q2 2022.
  • 513 funds tracked by Wall St. Rank held Dynatrace as of Q4 2023.

Based on Hillsdale Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.