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NERM
New England Research & Management’s
Dynatrace
DT
Stock Holding History
New England Research & Management’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
2026
Q1
–
Sell
-5,525
Closed
-$239K
–
153
2025
Q4
$239K
Hold
5,525
–
–
0.1%
135
2025
Q3
$268K
Buy
+5,525
New
+$280K
0.12%
132
2025
Q2
–
Sell
-6,575
Closed
-$310K
–
159
2025
Q1
$310K
Sell
6,575
-8,950
-58%
-$490K
0.16%
127
2024
Q4
$844K
Sell
15,525
-1,150
-7%
-$62.7K
0.43%
75
2024
Q3
$892K
Sell
16,675
-12,700
-43%
-$605K
0.42%
77
2024
Q2
$1.31M
Buy
29,375
+8,125
+38%
+$374K
0.63%
56
2024
Q1
$987K
Buy
21,250
+12,275
+137%
+$639K
0.48%
69
2023
Q4
$491K
Buy
8,975
+3,525
+65%
+$178K
0.26%
108
2023
Q3
$255K
Buy
+5,450
New
+$268K
0.15%
137
2023
Q2
–
Sell
-6,640
Closed
-$281K
–
147
2023
Q1
$281K
Buy
+6,640
New
+$269K
0.16%
122
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$140B AUM
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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