Veritable’s DT Midstream DTM Stock Holding History

Veritable’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 Q1	–	Sell	-4,562	Closed	-$252K	–	896
2022 Q4	$252K	Buy	+4,562	New	+$261K	﹤0.01%	720

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

EIP

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

Goldman Sachs New York $871B AUM 31.28% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CCMLC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Veritable's DTM Position: Q1 2023 in Review

Veritable sold out of DT Midstream (DTM) in Q1 2023, closing a stake of 4,562 shares — an estimated $252K sold.

Veritable first reported a position in DTM in Q4 2022 and held it in 1 quarter. The position peaked at $252K in Q4 2022. 417 funds tracked by Wall St. Rank hold DTM as of Q1 2023.

Veritable reported no remaining DT Midstream position as of Q1 2023 after selling out during the quarter.
Veritable sold 4,562 DT Midstream shares in Q1 2023, an estimated $252K.
Veritable first reported a position in DT Midstream in Q4 2022 and held it in 1 quarter.
Veritable's DT Midstream position peaked at $252K in Q4 2022.
417 funds tracked by Wall St. Rank held DT Midstream as of Q1 2023.

Based on Veritable's 13F filing for Q1 2023, filed 12 May 2023.