Surevest’s DT Midstream DTM Stock Holding History

Surevest’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
2022 Q3	$0	Sell	3 -70	-96%	-$3.78K	﹤0.01%	532
2022 Q2	$4K	Buy	+73	New	+$3.98K	﹤0.01%	348
2022 Q1	–	Sell	-3	Closed	–	–	534
2021 Q4	$0	Buy	+3	New	+$144	﹤0.01%	533

Other funds holding DTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Surevest's DTM Position: Q3 2022 in Review

Surevest reduced its DT Midstream (DTM) stake by 96% in Q3 2022, selling an estimated $3.78K and leaving 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Surevest first reported a position in DTM in Q4 2021 and has held it in 3 quarters since. The position peaked at $4K in Q2 2022. 403 funds tracked by Wall St. Rank hold DTM as of Q3 2022.

Surevest held 3 shares of DT Midstream worth $0 as of Q3 2022.
Surevest sold 70 DT Midstream shares in Q3 2022, an estimated $3.78K.
DT Midstream made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #532 holding.
Surevest first reported a position in DT Midstream in Q4 2021 and has held it in 3 quarters since.
Surevest's DT Midstream position peaked at $4K in Q2 2022.
403 funds tracked by Wall St. Rank held DT Midstream as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.