Altrius Capital Management Inc DHLGY DEUTSCHE POST AG

Ownership history in Altrius Capital Management Inc  ·  12 quarters on record

AI Ownership Summary

Altrius Capital Management Inc reported DEUTSCHE POST AG (DHLGY) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.07% in 2023 Q4. The latest visible filing shows DHLGY at 2.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DHLGY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Altrius Capital Management Inc's position in DEUTSCHE POST AG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DHLGY was reported at 2.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Altrius Capital Management Inc held DHLGY — position size vs. price
% of Fund (quarterly)    DHLGY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 174,044 +2,591 +1.5% 2.02% $9.5M 2026-02-14 (Est.) $29.22
2025 Q3 ADDED 171,453 +5,002 +3.0% 1.74% $7.6M 2025-11-05 $22.93
2025 Q2 ADDED 166,451 +1,270 +0.8% 1.81% $7.7M 2025-08-06 $22.65
2025 Q1 REDUCED 5.5% +13.7% 165,181 -9,664 -5.5% 1.72% $7.1M 2025-04-22 $19.69
2024 Q4 ADDED 174,845 +4,114 +2.4% 1.64% $6.1M 2025-02-05 $17.00
2024 Q3 ADDED 170,731 +1,340 +0.8% 1.91% $7.6M 2024-11-06 $17.64
2024 Q2 ADDED 169,391 +13,537 +8.7% 1.81% $6.9M 2024-08-12 $18.74
2024 Q1 ADDED 155,854 +6,145 +4.1% 1.69% $6.7M 2024-05-13 $20.37
2023 Q4 REDUCED 149,709 -1,869 -1.2% 2.07% $7.4M 2024-02-05 $21.51
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Altrius Capital Management Inc and DHLGY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Altrius Capital Management Inc reported owning DHLGY?

Altrius Capital Management Inc reported DHLGY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DHLGY position in Altrius Capital Management Inc's portfolio?

The largest reported portfolio weight for DHLGY was 2.07% in 2023 Q4.

What is the latest reported DHLGY position on this page?

The most recent filing on this page is 2025 Q4, when Altrius Capital Management Inc reported 174,044 shares, equal to 2.02% of portfolio, with an estimated market value of $9.5M.

What does the chart on this DHLGY ownership page compare?

The chart compares Altrius Capital Management Inc's quarterly DHLGY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Altrius Capital Management Inc time their DHLGY position?

Based on 13F filing dates vs. subsequent DHLGY price moves, Altrius Capital Management Inc correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on DHLGY relative to SPY over the holding period was -6.0%.

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