DI
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Disciplined Investments’s Alarm.com ALRM Stock Holding History

Disciplined Investments’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5
Closed -$258 – 168
2023
Q2 		$258 Sell
5
-1
-17% -$49 ﹤0.01% 1436
2023
Q1 		$302 Buy
6
+3
+100% +$154 ﹤0.01% 1390
2022
Q4 		$148 Sell
3
-3
-50% -$165 ﹤0.01% 1478
2022
Q3 		$0 Buy
6
+1
+20% +$69 ﹤0.01% 1208
2022
Q2 		$0 Buy
5
+1
+25% +$61 ﹤0.01% 1238
2022
Q1 		$0 Buy
+4
New +$283 ﹤0.01% 1320
2021
Q1 		– Sell
-66
Closed -$7K – 392
2020
Q4 		$7K Buy
+66
New +$4.79K ﹤0.01% 243

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's ALRM Position: Q3 2023 in Review

Disciplined Investments sold out of Alarm.com (ALRM) in Q3 2023, closing a stake of 5 shares — an estimated $258 sold.

Disciplined Investments first reported a position in ALRM in Q4 2020 and held it in 7 quarters. The position peaked at $7K in Q4 2020. 249 funds tracked by Wall St. Rank hold ALRM as of Q3 2023.

  • Disciplined Investments reported no remaining Alarm.com position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Alarm.com shares in Q3 2023, an estimated $258.
  • Disciplined Investments first reported a position in Alarm.com in Q4 2020 and held it in 7 quarters.
  • Disciplined Investments's Alarm.com position peaked at $7K in Q4 2020.
  • 249 funds tracked by Wall St. Rank held Alarm.com as of Q3 2023.

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