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Liontrust Investment Partners’s Dynatrace DT Stock Holding History

Liontrust Investment 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
Q1 		– Sell
-116,000
Closed -$4.44M – 208
2022
Q4 		$4.44M Hold
116,000
– – 0.08% 96
2022
Q3 		$4.04M Hold
116,000
– – 0.06% 153
2022
Q2 		$4.58M Sell
116,000
-20,000
-15% -$796K 0.06% 157
2022
Q1 		$6.41M Sell
136,000
-30,000
-18% -$1.41M 0.08% 108
2021
Q4 		$10M Buy
166,000
+25,000
+18% +$1.7M 0.12% 86
2021
Q3 		$10M Buy
+141,000
New +$9.24M 0.14% 84
2020
Q4 		$800K Buy
+18,500
New +$735K 0.02% 179

Other funds holding DT

TB
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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Liontrust Investment Partners's DT Position: Q1 2023 in Review

Liontrust Investment Partners sold out of Dynatrace (DT) in Q1 2023, closing a stake of 116,000 shares — an estimated $4.44M sold.

Liontrust Investment Partners first reported a position in DT in Q4 2020 and held it in 7 quarters. The position peaked at $10M in Q4 2021. 428 funds tracked by Wall St. Rank hold DT as of Q1 2023.

  • Liontrust Investment Partners reported no remaining Dynatrace position as of Q1 2023 after selling out during the quarter.
  • Liontrust Investment Partners sold 116,000 Dynatrace shares in Q1 2023, an estimated $4.44M.
  • Liontrust Investment Partners first reported a position in Dynatrace in Q4 2020 and held it in 7 quarters.
  • Liontrust Investment Partners's Dynatrace position peaked at $10M in Q4 2021.
  • 428 funds tracked by Wall St. Rank held Dynatrace as of Q1 2023.

Based on Liontrust Investment Partners's 13F filing for Q1 2023, filed 15 May 2023.