DI
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Disciplined Investments’s Assured Guaranty AGO Stock Holding History

Disciplined Investments’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14
Closed -$781 – 147
2023
Q2 		$781 Hold
14
– – ﹤0.01% 1064
2023
Q1 		$704 Sell
14
-5
-26% -$291 ﹤0.01% 1113
2022
Q4 		$1.18K Buy
19
+1
+6% +$59 ﹤0.01% 830
2022
Q3 		$1K Hold
18
– – ﹤0.01% 761
2022
Q2 		$1K Buy
18
+1
+6% +$58 ﹤0.01% 785
2022
Q1 		$1K Buy
+17
New +$975 ﹤0.01% 843

Other funds holding AGO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return