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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 – 919
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
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
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montag & Associates's DXC Position: Q4 2023 in Review

Montag & Associates sold out of DXC Technology (DXC) in Q4 2023, closing a stake of 161 shares — an estimated $3.35K sold.

Montag & Associates first reported a position in DXC in Q4 2020 and held it in 12 quarters. The position peaked at $6K in Q2 2021. 434 funds tracked by Wall St. Rank hold DXC as of Q4 2023.

  • Montag & Associates reported no remaining DXC Technology position as of Q4 2023 after selling out during the quarter.
  • Montag & Associates sold 161 DXC Technology shares in Q4 2023, an estimated $3.35K.
  • Montag & Associates first reported a position in DXC Technology in Q4 2020 and held it in 12 quarters.
  • Montag & Associates's DXC Technology position peaked at $6K in Q2 2021.
  • 434 funds tracked by Wall St. Rank held DXC Technology as of Q4 2023.

Based on Montag & Associates's 13F filing for Q4 2023, filed 7 Feb 2024.