Number of Shares
19,611.00
Current Holdings Value*
$921,130.00
% of Portfolio
0.55%
Total Estimate Gain
$195,411.34
% of Total Estimate Gain
22.72%

Steward Values Enhanced Small-Mid Cap Fund's Dynatrace Inc Holding Summary

As of 2025-04-30, Steward Values Enhanced Small-Mid Cap Fund held 19,611.00 shares of Dynatrace Inc(DT), totaling $921,130.00. This investment constitutes 0.55% of their stock portfolio, and Steward Values Enhanced Small-Mid Cap Fund now holds 0.01% of the outstanding Dynatrace Inc(DT) stock.

The initial trade took place in 2022Q4. And since then Steward Values Enhanced Small-Mid Cap Fund has made 6 purchases of DT, at an average price of $43.04, for a total of 19,984.00 shares. In addition, there have been 2 sales at an average price of $49.16 for 373.00 shares. Based on historical transaction data and DT's current price of $52.89, Steward Values Enhanced Small-Mid Cap Fund's estimated gain on his DT holdings is $195,411.34, reflecting a 22.72% gain to date.

Steward Values Enhanced Small-Mid Cap Fund DT ($52.89) Holding Chart

Steward Values Enhanced Small-Mid Cap Fund DT ($52.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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