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Sandia Investment Management’s Dynatrace DT Stock Holding History

Sandia Investment Management’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
Q3 		– Sell
-2,500
Closed -$112K – 120
2024
Q2 		$112K Hold
2,500
– – 0.14% 74
2024
Q1 		$116K Sell
2,500
-5,036
-67% -$262K 0.11% 84
2023
Q4 		$412K Sell
7,536
-5,064
-40% -$256K 0.28% 59
2023
Q3 		$589K Sell
12,600
-7,400
-37% -$363K 0.16% 85
2023
Q2 		$1.03M Buy
20,000
+5,000
+33% +$234K 0.23% 84
2023
Q1 		$635K Buy
+15,000
New +$607K 0.12% 104

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sandia Investment Management's DT Position: Q3 2024 in Review

Sandia Investment Management sold out of Dynatrace (DT) in Q3 2024, closing a stake of 2,500 shares — an estimated $112K sold.

Sandia Investment Management first reported a position in DT in Q1 2023 and held it in 6 quarters. The position peaked at $1.03M in Q2 2023. 530 funds tracked by Wall St. Rank hold DT as of Q3 2024.

  • Sandia Investment Management reported no remaining Dynatrace position as of Q3 2024 after selling out during the quarter.
  • Sandia Investment Management sold 2,500 Dynatrace shares in Q3 2024, an estimated $112K.
  • Sandia Investment Management first reported a position in Dynatrace in Q1 2023 and held it in 6 quarters.
  • Sandia Investment Management's Dynatrace position peaked at $1.03M in Q2 2023.
  • 530 funds tracked by Wall St. Rank held Dynatrace as of Q3 2024.

Based on Sandia Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.