DI
ALRM icon

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 $5.7T AUM 30.48% 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 $704M AUM 6.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return