Householder Group Estate & Retirement Specialist’s DT Midstream DTM Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q1	$14K	Sell	282 -15	-5%	-$777	0.01%	711
2022 Q4	$16K	Buy	297 +22	+8%	+$1.26K	0.02%	185
2022 Q3	$14K	Buy	+275	New	+$14.8K	0.01%	655

Other funds holding DTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CCMLC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DTM Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist reduced its DT Midstream (DTM) stake by 5.1% in Q1 2023, selling an estimated $777 and leaving 282 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #711.

Householder Group Estate & Retirement Specialist first reported a position in DTM in Q3 2022 and has held it in 3 quarters since. The position peaked at $16K in Q4 2022. 418 funds tracked by Wall St. Rank hold DTM as of Q1 2023.

Householder Group Estate & Retirement Specialist held 282 shares of DT Midstream worth $14K as of Q1 2023.
Householder Group Estate & Retirement Specialist sold 15 DT Midstream shares in Q1 2023, an estimated $777.
DT Midstream made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #711 holding.
Householder Group Estate & Retirement Specialist first reported a position in DT Midstream in Q3 2022 and has held it in 3 quarters since.
Householder Group Estate & Retirement Specialist's DT Midstream position peaked at $16K in Q4 2022.
418 funds tracked by Wall St. Rank held DT Midstream as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.