Private Ocean’s DEUTSCHE TELEKOM AG ADS (1ORD) DT Stock Holding History

Private Ocean’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
2024 Q2	–	Sell	-127	Closed	-$3.08K	–	691
2024 Q1	$3.08K	Hold	127	–	–	﹤0.01%	442
2023 Q4	$3.06K	Hold	127	–	–	﹤0.01%	444
2023 Q3	$2.66K	Hold	127	–	–	﹤0.01%	432
2023 Q2	$2.78K	Hold	127	–	–	﹤0.01%	470
2023 Q1	$3.07K	Buy	+127	New	+$3.07K	﹤0.01%	498
2022 Q1	–	Sell	-250	Closed	-$5K	–	736
2021 Q4	$5K	Hold	250	–	–	﹤0.01%	471
2021 Q3	$5K	Hold	250	–	–	﹤0.01%	471
2021 Q2	$5K	Hold	250	–	–	﹤0.01%	462
2021 Q1	$5K	Hold	250	–	–	﹤0.01%	498
2020 Q4	$5K	Hold	250	–	–	﹤0.01%	436
2020 Q3	$4K	Hold	250	–	–	﹤0.01%	455
2020 Q2	$4K	Hold	250	–	–	﹤0.01%	420
2020 Q1	$3K	Hold	250	–	–	﹤0.01%	472
2019 Q4	$5K	Hold	250	–	–	﹤0.01%	420
2019 Q3	$5K	Buy	+250	New	+$5K	﹤0.01%	487
2018 Q2	–	Sell	-2,500	Closed	-$40K	–	412
2018 Q1	$40K	Hold	2,500	–	–	0.02%	201
2017 Q4	$44K	Buy	+2,500	New	+$44K	0.02%	134

Other funds holding DT

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Ramirez Asset Management New York $960M AUM 30.25% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

BIC

Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

KCM

Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Private Ocean's DT Position: Q2 2024 in Review

Private Ocean sold out of DEUTSCHE TELEKOM AG ADS (1ORD) (DT) in Q2 2024, closing a stake of 127 shares — an estimated $3.08K sold.

Private Ocean first reported a position in DT in Q4 2017 and held it in 17 quarters. The position peaked at $44K in Q4 2017. 23 funds tracked by Wall St. Rank hold DT as of Q2 2024.

Private Ocean reported no remaining DEUTSCHE TELEKOM AG ADS (1ORD) position as of Q2 2024 after selling out during the quarter.
Private Ocean sold 127 DEUTSCHE TELEKOM AG ADS (1ORD) shares in Q2 2024, an estimated $3.08K.
Private Ocean first reported a position in DEUTSCHE TELEKOM AG ADS (1ORD) in Q4 2017 and held it in 17 quarters.
Private Ocean's DEUTSCHE TELEKOM AG ADS (1ORD) position peaked at $44K in Q4 2017.
23 funds tracked by Wall St. Rank held DEUTSCHE TELEKOM AG ADS (1ORD) as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.