Whittier Trust’s Dynatrace DT Stock Holding History

Whittier Trust’s Portfolio DT Stock Details DT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-119	Closed	-$6.47K	–	1511
2024 Q4	$6.47K	Sell	119 -49	-29%	-$2.67K	﹤0.01%	1328
2024 Q3	$8.98K	Buy	+168	New	+$8K	﹤0.01%	1280
2023 Q4	–	Sell	-236	Closed	-$11K	–	1549
2023 Q3	$11K	Buy	+236	New	+$11.6K	﹤0.01%	1244

Other funds holding DT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Whittier Trust's DT Position: Q1 2025 in Review

Whittier Trust sold out of Dynatrace (DT) in Q1 2025, closing a stake of 119 shares — an estimated $6.47K sold.

Whittier Trust first reported a position in DT in Q3 2023 and held it in 3 quarters. The position peaked at $11K in Q3 2023. 601 funds tracked by Wall St. Rank hold DT as of Q1 2025.

Whittier Trust reported no remaining Dynatrace position as of Q1 2025 after selling out during the quarter.
Whittier Trust sold 119 Dynatrace shares in Q1 2025, an estimated $6.47K.
Whittier Trust first reported a position in Dynatrace in Q3 2023 and held it in 3 quarters.
Whittier Trust's Dynatrace position peaked at $11K in Q3 2023.
601 funds tracked by Wall St. Rank held Dynatrace as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.