Sigma Investment Counselors’s DT Midstream DTM Stock Holding History

Sigma Investment Counselors’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
2026 Q1	$444K	Sell	3,296 -88	-3%	-$11.5K	0.02%	133
2025 Q4	$405K	Sell	3,384 -426	-11%	-$49K	0.02%	149
2025 Q3	$431K	Buy	3,810 +11	+0.3%	+$1.15K	0.02%	145
2025 Q2	$418K	Buy	3,799 +11	+0.3%	+$1.11K	0.02%	147
2025 Q1	$365K	Sell	3,788 -268	-7%	-$26.8K	0.02%	142
2024 Q4	$403K	Buy	4,056 +264	+7%	+$25.1K	0.02%	142
2024 Q3	$298K	Buy	3,792 +456	+14%	+$34K	0.02%	162
2024 Q2	$237K	Sell	3,336 -104	-3%	-$6.83K	0.01%	176
2024 Q1	$210K	Buy	+3,440	New	+$191K	0.01%	186
2023 Q1	–	Sell	-3,906	Closed	-$216K	–	191
2022 Q4	$216K	Buy	+3,906	New	+$223K	0.02%	178

Other funds holding DTM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group

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

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Geode Capital Management

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