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Steward Financial Group’s Dynatrace DT Stock Holding History

Steward Financial Group’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
2023
Q3 		$3K Buy
+70
New +$3.44K ﹤0.01% 815
2022
Q3 		– Sell
-16
Closed – – 433
2022
Q2 		$0 Buy
+16
New +$637 ﹤0.01% 1070

Other funds holding DT

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Financial Group's DT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Dynatrace (DT) in Q3 2023: 70 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DT as recently as Q2 2022.

Steward Financial Group first reported a position in DT in Q2 2022 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold DT as of Q3 2023.

  • Steward Financial Group held 70 shares of Dynatrace worth $3K as of Q3 2023.
  • Dynatrace was a new Steward Financial Group position in Q3 2023.
  • Dynatrace made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #815 holding.
  • Steward Financial Group first reported a position in Dynatrace in Q2 2022 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held Dynatrace as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.