DI
BGC icon

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% 1272
2022
Q1 		$0 Buy
+55
New +$243 ﹤0.01% 1344

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 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 $1.39B AUM 53.77% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's BGC Position: Q3 2023 in Review

Disciplined Investments sold out of BGC Group (BGC) in Q3 2023, closing a stake of 65 shares — an estimated $288 sold.

Disciplined Investments first reported a position in BGC in Q1 2022 and held it in 6 quarters. The position peaked at $350 in Q1 2023. 211 funds tracked by Wall St. Rank hold BGC as of Q3 2023.

  • Disciplined Investments reported no remaining BGC Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 65 BGC Group shares in Q3 2023, an estimated $288.
  • Disciplined Investments first reported a position in BGC Group in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's BGC Group position peaked at $350 in Q1 2023.
  • 211 funds tracked by Wall St. Rank held BGC Group as of Q3 2023.

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