Montag & Associates’s DXC Technology DXC Stock Holding History

Montag & Associates’s Portfolio DXC Stock Details DXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-161	Closed	-$3.35K	–	921
2023 Q3	$3.35K	Hold	161	–	–	﹤0.01%	829
2023 Q2	$4.3K	Hold	161	–	–	﹤0.01%	834
2023 Q1	$4.12K	Hold	161	–	–	﹤0.01%	832
2022 Q4	$4.27K	Sell	161 -55	-25%	-$1.53K	﹤0.01%	830
2022 Q3	$5K	Buy	216 +55	+34%	+$1.51K	﹤0.01%	780
2022 Q2	$5K	Hold	161	–	–	﹤0.01%	743
2022 Q1	$5K	Hold	161	–	–	﹤0.01%	757
2021 Q4	$5K	Hold	161	–	–	﹤0.01%	767
2021 Q3	$5K	Hold	161	–	–	﹤0.01%	765
2021 Q2	$6K	Hold	161	–	–	﹤0.01%	757
2021 Q1	$5K	Hold	161	–	–	﹤0.01%	765
2020 Q4	$4K	Buy	+161	New	+$3.44K	﹤0.01%	750

Other funds holding DXC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return