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Disciplined Investments’s Popular Inc BPOP Stock Holding History

Disciplined Investments’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3
Closed -$172 – 1695
2023
Q1 		$172 Sell
3
-8
-73% -$521 ﹤0.01% 1508
2022
Q4 		$730 Sell
11
-9
-45% -$626 ﹤0.01% 1028
2022
Q3 		$1K Buy
20
+2
+11% +$155 ﹤0.01% 807
2022
Q2 		$1K Hold
18
– – ﹤0.01% 827
2022
Q1 		$1K Buy
+18
New +$1.59K ﹤0.01% 888

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Disciplined Investments's BPOP Position: Q2 2023 in Review

Disciplined Investments sold out of Popular Inc (BPOP) in Q2 2023, closing a stake of 3 shares — an estimated $172 sold.

Disciplined Investments first reported a position in BPOP in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 258 funds tracked by Wall St. Rank hold BPOP as of Q2 2023.

  • Disciplined Investments reported no remaining Popular Inc position as of Q2 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 Popular Inc shares in Q2 2023, an estimated $172.
  • Disciplined Investments first reported a position in Popular Inc in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's Popular Inc position peaked at $1K in Q3 2022.
  • 258 funds tracked by Wall St. Rank held Popular Inc as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.