Pathstone Family Office’s DT Midstream DTM Stock Holding History

Pathstone Family Office’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
2023 Q3	$210K	Buy	+3,963	New	+$207K	﹤0.01%	1495

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

EIP

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCMLC

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

Pathstone Family Office's DTM Position: Q3 2023 in Review

Pathstone Family Office opened a new position in DT Midstream (DTM) in Q3 2023: 3,963 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings.

400 funds tracked by Wall St. Rank hold DTM as of Q3 2023.

Pathstone Family Office held 3,963 shares of DT Midstream worth $210K as of Q3 2023.
DT Midstream was a new Pathstone Family Office position in Q3 2023.
DT Midstream made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1495 holding.
400 funds tracked by Wall St. Rank held DT Midstream as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.