True North Advisors’s DT Midstream DTM Stock Holding History

True North Advisors’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
2024 Q3	–	Sell	-5,508	Closed	-$391K	–	191
2024 Q2	$391K	Buy	+5,508	New	+$362K	0.1%	122

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

True North Advisors's DTM Position: Q3 2024 in Review

True North Advisors sold out of DT Midstream (DTM) in Q3 2024, closing a stake of 5,508 shares — an estimated $391K sold.

True North Advisors first reported a position in DTM in Q2 2024 and held it in 1 quarter. The position peaked at $391K in Q2 2024. 499 funds tracked by Wall St. Rank hold DTM as of Q3 2024.

True North Advisors reported no remaining DT Midstream position as of Q3 2024 after selling out during the quarter.
True North Advisors sold 5,508 DT Midstream shares in Q3 2024, an estimated $391K.
True North Advisors first reported a position in DT Midstream in Q2 2024 and held it in 1 quarter.
True North Advisors's DT Midstream position peaked at $391K in Q2 2024.
499 funds tracked by Wall St. Rank held DT Midstream as of Q3 2024.

Based on True North Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.