Marshall & Sullivan’s Digital Realty Trust DLR Stock Holding History

Marshall & Sullivan’s Portfolio DLR Stock Details DLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-239	Closed	-$24K	–	46
2022 Q4	$24K	Buy	+239	New	+$24.4K	0.02%	72
2022 Q3	–	Sell	-239	Closed	-$31K	–	45
2022 Q2	$31K	Buy	+239	New	+$33K	0.02%	68
2021 Q1	–	Sell	-33	Closed	-$239	–	42
2020 Q4	$239	Sell	33 -206	-86%	-$29.5K	0.02%	62
2020 Q3	$35K	Buy	+239	New	+$35.8K	0.02%	56
2018 Q3	–	Sell	-609	Closed	-$68K	–	54
2018 Q2	$68K	Buy	+609	New	+$64.6K	0.06%	54

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Marshall & Sullivan's DLR Position: Q1 2023 in Review

Marshall & Sullivan sold out of Digital Realty Trust (DLR) in Q1 2023, closing a stake of 239 shares — an estimated $24K sold.

Marshall & Sullivan first reported a position in DLR in Q2 2018 and held it in 5 quarters. The position peaked at $68K in Q2 2018. 914 funds tracked by Wall St. Rank hold DLR as of Q1 2023.

Marshall & Sullivan reported no remaining Digital Realty Trust position as of Q1 2023 after selling out during the quarter.
Marshall & Sullivan sold 239 Digital Realty Trust shares in Q1 2023, an estimated $24K.
Marshall & Sullivan first reported a position in Digital Realty Trust in Q2 2018 and held it in 5 quarters.
Marshall & Sullivan's Digital Realty Trust position peaked at $68K in Q2 2018.
914 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2023.

Based on Marshall & Sullivan's 13F filing for Q1 2023, filed 10 Apr 2023.