Rockefeller Capital Management
DCFC

Rockefeller Capital Management’s Tritium DCFC Limited Ordinary Shares DCFC Stock Holding History

Rockefeller Capital Management’s Portfolio DCFC Stock Details DCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-60
Closed -$15K – 2064
2023
Q1 		$15K Buy
60
+2
+3% +$586 ﹤0.01% 1948
2022
Q4 		$19K Buy
58
+45
+346% +$16.6K ﹤0.01% 2836
2022
Q3 		$7K Buy
+13
New +$16.3K ﹤0.01% 3252

Other funds holding DCFC

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CI
Cigna Investments Bloomfield, Connecticut $773M AUM 44.02% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Rockefeller Capital Management's DCFC Position: Q2 2023 in Review

Rockefeller Capital Management sold out of Tritium DCFC Limited Ordinary Shares (DCFC) in Q2 2023, closing a stake of 60 shares — an estimated $15K sold.

Rockefeller Capital Management first reported a position in DCFC in Q3 2022 and held it in 3 quarters. The position peaked at $19K in Q4 2022. 45 funds tracked by Wall St. Rank hold DCFC as of Q2 2023.

  • Rockefeller Capital Management reported no remaining Tritium DCFC Limited Ordinary Shares position as of Q2 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 60 Tritium DCFC Limited Ordinary Shares shares in Q2 2023, an estimated $15K.
  • Rockefeller Capital Management first reported a position in Tritium DCFC Limited Ordinary Shares in Q3 2022 and held it in 3 quarters.
  • Rockefeller Capital Management's Tritium DCFC Limited Ordinary Shares position peaked at $19K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Tritium DCFC Limited Ordinary Shares as of Q2 2023.

Based on Rockefeller Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.