Steward Financial Group’s DT Midstream DTM Stock Holding History

Steward Financial Group’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	$3K	Buy	+68	New	+$3.55K	﹤0.01%	816
2023 Q2	–	Sell	-41	Closed	-$2K	–	605
2023 Q1	$2K	Buy	41 +17	+71%	+$881	﹤0.01%	488
2022 Q4	$1K	Buy	+24	New	+$1.37K	﹤0.01%	406
2022 Q3	–	Sell	-12	Closed	–	–	436
2022 Q2	$0	Buy	+12	New	+$655	﹤0.01%	1073

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 $3.37T AUM 44.26% 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

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

Steward Financial Group opened a new position in DT Midstream (DTM) in Q3 2023: 68 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DTM as recently as Q1 2023.

Steward Financial Group first reported a position in DTM in Q2 2022 and has held it in 4 quarters since. 400 funds tracked by Wall St. Rank hold DTM as of Q3 2023.

Steward Financial Group held 68 shares of DT Midstream worth $3K as of Q3 2023.
DT Midstream was a new Steward Financial Group position in Q3 2023.
DT Midstream made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #816 holding.
Steward Financial Group first reported a position in DT Midstream in Q2 2022 and has held it in 4 quarters since.
400 funds tracked by Wall St. Rank held DT Midstream as of Q3 2023.

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