Safeguard Financial’s DT Midstream DTM Stock Holding History

Safeguard Financial’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	–	Sell	-69	Closed	-$3K	–	196
2023 Q2	$3K	Buy	+69	New	+$3.3K	﹤0.01%	438

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

Safeguard Financial's DTM Position: Q3 2023 in Review

Safeguard Financial sold out of DT Midstream (DTM) in Q3 2023, closing a stake of 69 shares — an estimated $3K sold.

Safeguard Financial first reported a position in DTM in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 400 funds tracked by Wall St. Rank hold DTM as of Q3 2023.

Safeguard Financial reported no remaining DT Midstream position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 69 DT Midstream shares in Q3 2023, an estimated $3K.
Safeguard Financial first reported a position in DT Midstream in Q2 2023 and held it in 1 quarter.
Safeguard Financial's DT Midstream position peaked at $3K in Q2 2023.
400 funds tracked by Wall St. Rank held DT Midstream as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.