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Disciplined Investments’s Black Hills Corp BKH Stock Holding History

Disciplined Investments’s Portfolio BKH Stock Details BKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8
Closed -$482 – 273
2023
Q2 		$482 Buy
8
+1
+14% +$63 ﹤0.01% 1237
2023
Q1 		$442 Sell
7
-2
-22% -$132 ﹤0.01% 1273
2022
Q4 		$633 Sell
9
-3
-25% -$202 ﹤0.01% 1099
2022
Q3 		$1K Buy
12
+1
+9% +$75 ﹤0.01% 803
2022
Q2 		$1K Buy
11
+2
+22% +$150 ﹤0.01% 822
2022
Q1 		$1K Buy
+9
New +$626 ﹤0.01% 883

Other funds holding BKH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Disciplined Investments's BKH Position: Q3 2023 in Review

Disciplined Investments sold out of Black Hills Corp (BKH) in Q3 2023, closing a stake of 8 shares — an estimated $482 sold.

Disciplined Investments first reported a position in BKH in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 343 funds tracked by Wall St. Rank hold BKH as of Q3 2023.

  • Disciplined Investments reported no remaining Black Hills Corp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Black Hills Corp shares in Q3 2023, an estimated $482.
  • Disciplined Investments first reported a position in Black Hills Corp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Black Hills Corp position peaked at $1K in Q3 2022.
  • 343 funds tracked by Wall St. Rank held Black Hills Corp as of Q3 2023.

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