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McAdam LLC’s Dynatrace DT Stock Holding History

McAdam LLC’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
-11,506
Closed -$625K – 358
2024
Q4 		$625K Sell
11,506
-750
-6% -$40.9K 0.03% 174
2024
Q3 		$655K Sell
12,256
-561
-4% -$26.7K 0.04% 165
2024
Q2 		$573K Sell
12,817
-1
-0% -$46 0.03% 165
2024
Q1 		$595K Buy
12,818
+243
+2% +$12.7K 0.04% 156
2023
Q4 		$688K Buy
12,575
+33
+0.3% +$1.67K 0.05% 134
2023
Q3 		$586K Sell
12,542
-2
-0% -$98 0.05% 143
2023
Q2 		$646K Buy
12,544
+2
+0% +$94 0.05% 135
2023
Q1 		$531K Sell
12,542
-1,749
-12% -$70.8K 0.05% 144
2022
Q4 		$862K Buy
14,291
+1,749
+14% +$63.6K 0.09% 82
2022
Q3 		$437K Sell
12,542
-1,000
-7% -$38.7K 0.05% 136
2022
Q2 		$534K Sell
13,542
-750
-5% -$29.9K 0.06% 130
2022
Q1 		$673K Buy
14,292
+1
+0% +$47 0.06% 95
2021
Q4 		$862K Hold
14,291
– – 0.09% 82
2021
Q3 		$1.01M Hold
14,291
– – 0.11% 72
2021
Q2 		$910K Hold
14,291
– – 0.1% 73
2021
Q1 		$689K Sell
14,291
-500
-3% -$24.3K 0.1% 73
2020
Q4 		$622K Sell
14,791
-490
-3% -$19.5K 0.1% 75
2020
Q3 		$627K Sell
15,281
-4,250
-22% -$174K 0.12% 59
2020
Q2 		$793K Buy
19,531
+31
+0.2% +$1.02K 0.17% 53
2020
Q1 		$465K Buy
+19,500
New +$562K 0.13% 53

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

McAdam LLC's DT Position: Q1 2025 in Review

McAdam LLC sold out of Dynatrace (DT) in Q1 2025, closing a stake of 11,506 shares — an estimated $625K sold.

McAdam LLC first reported a position in DT in Q1 2020 and held it in 20 quarters. The position peaked at $1.01M in Q3 2021. 602 funds tracked by Wall St. Rank hold DT as of Q1 2025.

  • McAdam LLC reported no remaining Dynatrace position as of Q1 2025 after selling out during the quarter.
  • McAdam LLC sold 11,506 Dynatrace shares in Q1 2025, an estimated $625K.
  • McAdam LLC first reported a position in Dynatrace in Q1 2020 and held it in 20 quarters.
  • McAdam LLC's Dynatrace position peaked at $1.01M in Q3 2021.
  • 602 funds tracked by Wall St. Rank held Dynatrace as of Q1 2025.

Based on McAdam LLC's 13F filing for Q1 2025, filed 21 May 2025.