Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Dynatrace DT Stock Holding History

Kovitz Investment Group 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
2025
Q1 		– Sell
-10,111
Closed -$550K – 1261
2024
Q4 		$550K Sell
10,111
-1,357
-12% -$74K ﹤0.01% 865
2024
Q3 		$585K Sell
11,468
-237
-2% -$11.3K ﹤0.01% 730
2024
Q2 		$524K Sell
11,705
-931
-7% -$42.9K ﹤0.01% 648
2024
Q1 		$587K Buy
+12,636
New +$658K 0.01% 484

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Kovitz Investment Group Partners's DT Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Dynatrace (DT) in Q1 2025, closing a stake of 10,111 shares — an estimated $550K sold.

Kovitz Investment Group Partners first reported a position in DT in Q1 2024 and held it in 4 quarters. The position peaked at $587K in Q1 2024. 601 funds tracked by Wall St. Rank hold DT as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Dynatrace position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,111 Dynatrace shares in Q1 2025, an estimated $550K.
  • Kovitz Investment Group Partners first reported a position in Dynatrace in Q1 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Dynatrace position peaked at $587K in Q1 2024.
  • 601 funds tracked by Wall St. Rank held Dynatrace as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.