Psagot Value Holdings’s DTE Energy DTE Stock Holding History

Psagot Value Holdings’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1	Closed	–	–	535
2023 Q2	$0	Sell	1 -3	-75%	-$334	﹤0.01%	564
2023 Q1	$0	Buy	+4	New	+$448	﹤0.01%	518

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Psagot Value Holdings's DTE Position: Q3 2023 in Review

Psagot Value Holdings sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 1 share.

Psagot Value Holdings first reported a position in DTE in Q1 2023 and held it in 2 quarters. The position peaked at $0 in Q2 2023. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

Psagot Value Holdings reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
Psagot Value Holdings sold 1 DTE Energy share in Q3 2023.
Psagot Value Holdings first reported a position in DTE Energy in Q1 2023 and held it in 2 quarters.
Psagot Value Holdings's DTE Energy position peaked at $0 in Q2 2023.
712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.