DI
AGTI

Disciplined Investments’s Agiliti Inc AGTI Stock Holding History

Disciplined Investments’s Portfolio AGTI Stock Details AGTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7
Closed -$116 – 1661
2023
Q2 		$116 Buy
7
+4
+133% +$67 ﹤0.01% 1584
2023
Q1 		$48 Buy
3
+1
+50% +$17 ﹤0.01% 1635
2022
Q4 		$33 Buy
+2
New +$33 ﹤0.01% 1605

Other funds holding AGTI

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Disciplined Investments's AGTI Position: Q3 2023 in Review

Disciplined Investments sold out of Agiliti Inc (AGTI) in Q3 2023, closing a stake of 7 shares — an estimated $116 sold.

Disciplined Investments first reported a position in AGTI in Q4 2022 and held it in 3 quarters. The position peaked at $116 in Q2 2023. 123 funds tracked by Wall St. Rank hold AGTI as of Q3 2023.

  • Disciplined Investments reported no remaining Agiliti Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Agiliti Inc shares in Q3 2023, an estimated $116.
  • Disciplined Investments first reported a position in Agiliti Inc in Q4 2022 and held it in 3 quarters.
  • Disciplined Investments's Agiliti Inc position peaked at $116 in Q2 2023.
  • 123 funds tracked by Wall St. Rank held Agiliti Inc as of Q3 2023.

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