West Oak Capital’s DT Midstream DTM Stock Holding History

West Oak Capital’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	-57	Closed	-$3K	–	325
2022 Q4	$3K	Hold	57	–	–	﹤0.01%	251
2022 Q3	$3K	Hold	57	–	–	﹤0.01%	295
2022 Q2	$3K	Hold	57	–	–	﹤0.01%	291
2022 Q1	$3K	Hold	57	–	–	﹤0.01%	312
2021 Q4	$3K	Hold	57	–	–	﹤0.01%	317
2021 Q3	$3K	Buy	+57	New	+$2.49K	﹤0.01%	317

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.81T AUM 41.13% 1-Year Est. Return

West Oak Capital's DTM Position: Q1 2023 in Review

West Oak Capital sold out of DT Midstream (DTM) in Q1 2023, closing a stake of 57 shares — an estimated $3K sold.

West Oak Capital first reported a position in DTM in Q3 2021 and held it in 6 quarters. The position peaked at $3K in Q4 2022. 417 funds tracked by Wall St. Rank hold DTM as of Q1 2023.

West Oak Capital reported no remaining DT Midstream position as of Q1 2023 after selling out during the quarter.
West Oak Capital sold 57 DT Midstream shares in Q1 2023, an estimated $3K.
West Oak Capital first reported a position in DT Midstream in Q3 2021 and held it in 6 quarters.
West Oak Capital's DT Midstream position peaked at $3K in Q4 2022.
417 funds tracked by Wall St. Rank held DT Midstream as of Q1 2023.

Based on West Oak Capital's 13F filing for Q1 2023, filed 21 Apr 2023.