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New Century Financial Group’s Dynatrace DT Stock Holding History

New Century Financial Group’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
-5,163
Closed -$283K – 178
2024
Q4 		$283K Sell
5,163
-585
-10% -$31.9K 0.12% 223
2024
Q3 		$307K Buy
5,748
+534
+10% +$25.4K 0.11% 225
2024
Q2 		$233K Buy
+5,214
New +$240K 0.1% 249

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

New Century Financial Group's DT Position: Q1 2025 in Review

New Century Financial Group sold out of Dynatrace (DT) in Q1 2025, closing a stake of 5,163 shares — an estimated $283K sold.

New Century Financial Group first reported a position in DT in Q2 2024 and held it in 3 quarters. The position peaked at $307K in Q3 2024. 601 funds tracked by Wall St. Rank hold DT as of Q1 2025.

  • New Century Financial Group reported no remaining Dynatrace position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 5,163 Dynatrace shares in Q1 2025, an estimated $283K.
  • New Century Financial Group first reported a position in Dynatrace in Q2 2024 and held it in 3 quarters.
  • New Century Financial Group's Dynatrace position peaked at $307K in Q3 2024.
  • 601 funds tracked by Wall St. Rank held Dynatrace as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.