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Disciplined Investments’s Bio-Rad Laboratories Class A BIO Stock Holding History

Disciplined Investments’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3
Closed -$1.14K – 269
2023
Q2 		$1.14K Sell
3
-1
-25% -$407 ﹤0.01% 908
2023
Q1 		$1.92K Buy
4
+1
+33% +$468 ﹤0.01% 680
2022
Q4 		$1.26K Sell
3
-1
-25% -$404 ﹤0.01% 800
2022
Q3 		$2K Hold
4
– – ﹤0.01% 579
2022
Q2 		$2K Buy
4
+2
+100% +$1.04K ﹤0.01% 606
2022
Q1 		$1K Buy
+2
New +$1.21K ﹤0.01% 881

Other funds holding BIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Disciplined Investments's BIO Position: Q3 2023 in Review

Disciplined Investments sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2023, closing a stake of 3 shares — an estimated $1.14K sold.

Disciplined Investments first reported a position in BIO in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 467 funds tracked by Wall St. Rank hold BIO as of Q3 2023.

  • Disciplined Investments reported no remaining Bio-Rad Laboratories Class A position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 Bio-Rad Laboratories Class A shares in Q3 2023, an estimated $1.14K.
  • Disciplined Investments first reported a position in Bio-Rad Laboratories Class A in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Bio-Rad Laboratories Class A position peaked at $2K in Q3 2022.
  • 467 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2023.

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