Disciplined Investments’s Buckle BKE Stock Holding History

Disciplined Investments’s Portfolio BKE Stock Details BKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7	Closed	-$242	–	272
2023 Q2	$242	Hold	7	–	–	﹤0.01%	1456
2023 Q1	$250	Hold	7	–	–	﹤0.01%	1444
2022 Q4	$317	Buy	7 +2	+40%	+$81	﹤0.01%	1320
2022 Q3	$0	Sell	5 -2	-29%	-$63	﹤0.01%	1245
2022 Q2	$0	Buy	7 +2	+40%	+$63	﹤0.01%	1275
2022 Q1	$0	Buy	+5	New	+$185	﹤0.01%	1348

Other funds holding BKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Disciplined Investments's BKE Position: Q3 2023 in Review

Disciplined Investments sold out of Buckle (BKE) in Q3 2023, closing a stake of 7 shares — an estimated $242 sold.

Disciplined Investments first reported a position in BKE in Q1 2022 and held it in 6 quarters. The position peaked at $317 in Q4 2022. 230 funds tracked by Wall St. Rank hold BKE as of Q3 2023.

Disciplined Investments reported no remaining Buckle position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 7 Buckle shares in Q3 2023, an estimated $242.
Disciplined Investments first reported a position in Buckle in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Buckle position peaked at $317 in Q4 2022.
230 funds tracked by Wall St. Rank held Buckle as of Q3 2023.

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