Simplicity Solutions’s DT Midstream DTM Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-4,148	Closed	-$205K	–	1089
2023 Q1	$205K	Buy	+4,148	New	+$215K	0.01%	1003

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Simplicity Solutions's DTM Position: Q2 2023 in Review

Simplicity Solutions sold out of DT Midstream (DTM) in Q2 2023, closing a stake of 4,148 shares — an estimated $205K sold.

Simplicity Solutions first reported a position in DTM in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 407 funds tracked by Wall St. Rank hold DTM as of Q2 2023.

Simplicity Solutions reported no remaining DT Midstream position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 4,148 DT Midstream shares in Q2 2023, an estimated $205K.
Simplicity Solutions first reported a position in DT Midstream in Q1 2023 and held it in 1 quarter.
Simplicity Solutions's DT Midstream position peaked at $205K in Q1 2023.
407 funds tracked by Wall St. Rank held DT Midstream as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.