Morton Brown Family Wealth’s DT Midstream DTM Stock Holding History

Morton Brown Family Wealth’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9	Closed	–	–	243
2022 Q2	$0	Buy	+9	New	+$491	﹤0.01%	274

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Morton Brown Family Wealth's DTM Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of DT Midstream (DTM) in Q3 2022, closing a stake of 9 shares.

Morton Brown Family Wealth first reported a position in DTM in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 403 funds tracked by Wall St. Rank hold DTM as of Q3 2022.

Morton Brown Family Wealth reported no remaining DT Midstream position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 9 DT Midstream shares in Q3 2022.
Morton Brown Family Wealth first reported a position in DT Midstream in Q2 2022 and held it in 1 quarter.
Morton Brown Family Wealth's DT Midstream position peaked at $0 in Q2 2022.
403 funds tracked by Wall St. Rank held DT Midstream as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.