KB Financial Partners’s Dynatrace DT Stock Holding History

KB Financial Partners’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 Q3	$46K	Buy	991 +179	+22%	+$8.79K	0.01%	266
2023 Q2	$42K	Sell	812 -130	-14%	-$6.09K	0.01%	285
2023 Q1	$40K	Hold	942	–	–	0.01%	284
2022 Q4	$36K	Hold	942	–	–	0.01%	291
2022 Q3	$33K	Hold	942	–	–	0.01%	285
2022 Q2	$37K	Buy	942 +61	+7%	+$2.43K	0.01%	275
2022 Q1	$41K	Sell	881 -13	-1%	-$612	0.01%	287
2021 Q4	$54K	Buy	+894	New	+$60.9K	0.02%	282
2021 Q3	–	Sell	-524	Closed	-$31K	–	277
2021 Q2	$31K	Sell	524 -63	-11%	-$3.29K	0.01%	306
2021 Q1	$28K	Buy	+587	New	+$28.5K	0.01%	322

Other funds holding DT

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

KB Financial Partners's DT Position: Q3 2023 in Review

KB Financial Partners increased its Dynatrace (DT) stake by 22% in Q3 2023, buying an estimated $8.79K and bringing the position to 991 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #266.

KB Financial Partners first reported a position in DT in Q1 2021 and has held it in 10 quarters since. The position peaked at $54K in Q4 2021. 459 funds tracked by Wall St. Rank hold DT as of Q3 2023.

KB Financial Partners held 991 shares of Dynatrace worth $46K as of Q3 2023.
KB Financial Partners bought 179 Dynatrace shares in Q3 2023, an estimated $8.79K.
Dynatrace made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #266 holding.
KB Financial Partners first reported a position in Dynatrace in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Dynatrace position peaked at $54K in Q4 2021.
459 funds tracked by Wall St. Rank held Dynatrace as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.