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Lee Financial’s Dynatrace DT Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-46
Closed -$2.52K – 344
2023
Q4 		$2.52K Buy
+46
New +$2.33K ﹤0.01% 696
2022
Q3 		– Sell
-12
Closed – – 861
2022
Q2 		$0 Buy
12
+4
+50% +$159 ﹤0.01% 884
2022
Q1 		$0 Sell
8
-67
-89% -$3.15K ﹤0.01% 812
2021
Q4 		$5K Buy
75
+45
+150% +$3.07K ﹤0.01% 593
2021
Q3 		$2K Hold
30
– – ﹤0.01% 607
2021
Q2 		$2K Buy
+30
New +$1.57K ﹤0.01% 560

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lee Financial's DT Position: Q1 2024 in Review

Lee Financial sold out of Dynatrace (DT) in Q1 2024, closing a stake of 46 shares — an estimated $2.52K sold.

Lee Financial first reported a position in DT in Q2 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 542 funds tracked by Wall St. Rank hold DT as of Q1 2024.

  • Lee Financial reported no remaining Dynatrace position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 46 Dynatrace shares in Q1 2024, an estimated $2.52K.
  • Lee Financial first reported a position in Dynatrace in Q2 2021 and held it in 6 quarters.
  • Lee Financial's Dynatrace position peaked at $5K in Q4 2021.
  • 542 funds tracked by Wall St. Rank held Dynatrace as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.