Principal Street Partners’s DT Midstream DTM Stock Holding History

Principal Street Partners’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 Q1	–	Sell	-4,683	Closed	-$259K	–	228
2022 Q4	$259K	Sell	4,683 -28	-0.6%	-$1.6K	0.07%	193
2022 Q3	$245K	Buy	4,711 +388	+9%	+$20.9K	0.07%	178
2022 Q2	$212K	Sell	4,323 -7,193	-62%	-$393K	0.05%	197
2022 Q1	$625K	Buy	11,516 +4,220	+58%	+$220K	0.14%	122
2021 Q4	$350K	Buy	+7,296	New	+$349K	0.08%	164

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

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

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

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

CCMLC

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

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

Principal Street Partners's DTM Position: Q1 2023 in Review

Principal Street Partners sold out of DT Midstream (DTM) in Q1 2023, closing a stake of 4,683 shares — an estimated $259K sold.

Principal Street Partners first reported a position in DTM in Q4 2021 and held it in 5 quarters. The position peaked at $625K in Q1 2022. 417 funds tracked by Wall St. Rank hold DTM as of Q1 2023.

Principal Street Partners reported no remaining DT Midstream position as of Q1 2023 after selling out during the quarter.
Principal Street Partners sold 4,683 DT Midstream shares in Q1 2023, an estimated $259K.
Principal Street Partners first reported a position in DT Midstream in Q4 2021 and held it in 5 quarters.
Principal Street Partners's DT Midstream position peaked at $625K in Q1 2022.
417 funds tracked by Wall St. Rank held DT Midstream as of Q1 2023.

Based on Principal Street Partners's 13F filing for Q1 2023, filed 11 May 2023.