Kavar Capital Partners Group’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History

Kavar Capital Partners Group’s Portfolio DTP Stock Details DTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,875	Closed	-$611K	–	167
2022 Q2	$611K	Buy	+11,875	New	+$620K	0.14%	100
2021 Q4	–	Sell	-12,375	Closed	-$622K	–	177
2021 Q3	$622K	Buy	+12,375	New	+$633K	0.14%	109
2021 Q1	–	Sell	-12,375	Closed	-$596K	–	158
2020 Q4	$596K	Hold	12,375	–	–	0.17%	96
2020 Q3	$559K	Buy	+12,375	New	+$557K	0.19%	92

Other funds holding DTP

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SCM

Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Kavar Capital Partners Group's DTP Position: Q3 2022 in Review

Kavar Capital Partners Group sold out of DTE Energy Company 2019 Corporate Units (DTP) in Q3 2022, closing a stake of 11,875 shares — an estimated $611K sold.

Kavar Capital Partners Group first reported a position in DTP in Q3 2020 and held it in 4 quarters. The position peaked at $622K in Q3 2021. 57 funds tracked by Wall St. Rank hold DTP as of Q3 2022.

Kavar Capital Partners Group reported no remaining DTE Energy Company 2019 Corporate Units position as of Q3 2022 after selling out during the quarter.
Kavar Capital Partners Group sold 11,875 DTE Energy Company 2019 Corporate Units shares in Q3 2022, an estimated $611K.
Kavar Capital Partners Group first reported a position in DTE Energy Company 2019 Corporate Units in Q3 2020 and held it in 4 quarters.
Kavar Capital Partners Group's DTE Energy Company 2019 Corporate Units position peaked at $622K in Q3 2021.
57 funds tracked by Wall St. Rank held DTE Energy Company 2019 Corporate Units as of Q3 2022.

Based on Kavar Capital Partners Group's 13F filing for Q3 2022, filed 8 Nov 2022.