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Disciplined Investments’s Ameris Bancorp ABCB Stock Holding History

Disciplined Investments’s Portfolio ABCB Stock Details ABCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14
Closed -$479 – 113
2023
Q2 		$479 Buy
14
+1
+8% +$33 ﹤0.01% 1241
2023
Q1 		$476 Sell
13
-4
-24% -$180 ﹤0.01% 1239
2022
Q4 		$801 Sell
17
-1
-6% -$50 ﹤0.01% 997
2022
Q3 		$1K Buy
18
+3
+20% +$138 ﹤0.01% 757
2022
Q2 		$1K Hold
15
– – ﹤0.01% 780
2022
Q1 		$1K Buy
+15
New +$739 ﹤0.01% 834

Other funds holding ABCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's ABCB Position: Q3 2023 in Review

Disciplined Investments sold out of Ameris Bancorp (ABCB) in Q3 2023, closing a stake of 14 shares — an estimated $479 sold.

Disciplined Investments first reported a position in ABCB in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 245 funds tracked by Wall St. Rank hold ABCB as of Q3 2023.

  • Disciplined Investments reported no remaining Ameris Bancorp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 14 Ameris Bancorp shares in Q3 2023, an estimated $479.
  • Disciplined Investments first reported a position in Ameris Bancorp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Ameris Bancorp position peaked at $1K in Q3 2022.
  • 245 funds tracked by Wall St. Rank held Ameris Bancorp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.