SGI
DTM icon

Summit Global Investments’s DT Midstream DTM Stock Holding History

Summit Global Investments’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
-17,482
Closed -$863K – 559
2023
Q1 		$863K Sell
17,482
-322
-2% -$16.7K 0.07% 269
2022
Q4 		$984K Buy
17,804
+9,700
+120% +$554K 0.08% 193
2022
Q3 		$421K Sell
8,104
-24
-0.3% -$1.29K 0.04% 342
2022
Q2 		$398K Sell
8,128
-100
-1% -$5.46K 0.04% 359
2022
Q1 		$446K Buy
+8,228
New +$429K 0.03% 347

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Summit Global Investments's DTM Position: Q2 2023 in Review

Summit Global Investments sold out of DT Midstream (DTM) in Q2 2023, closing a stake of 17,482 shares — an estimated $863K sold.

Summit Global Investments first reported a position in DTM in Q1 2022 and held it in 5 quarters. The position peaked at $984K in Q4 2022. 407 funds tracked by Wall St. Rank hold DTM as of Q2 2023.

  • Summit Global Investments reported no remaining DT Midstream position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 17,482 DT Midstream shares in Q2 2023, an estimated $863K.
  • Summit Global Investments first reported a position in DT Midstream in Q1 2022 and held it in 5 quarters.
  • Summit Global Investments's DT Midstream position peaked at $984K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held DT Midstream as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.