DI
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Disciplined Investments’s BGC Group BGC Stock Holding History

Disciplined Investments’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-65
Closed -$288 – 264
2023
Q2 		$288 Sell
65
-2
-3% -$9 ﹤0.01% 1406
2023
Q1 		$350 Sell
67
-4
-6% -$18 ﹤0.01% 1345
2022
Q4 		$268 Buy
71
+5
+8% +$20 ﹤0.01% 1370
2022
Q3 		$0 Buy
66
+19
+40% +$74 ﹤0.01% 1242
2022
Q2 		$0 Sell
47
-8
-15% -$28 ﹤0.01% 1273
2022
Q1 		$0 Buy
+55
New +$243 ﹤0.01% 1345

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $858M AUM 12.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return