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Disciplined Investments’s Bruker BRKR Stock Holding History

Disciplined Investments’s Portfolio BRKR Stock Details BRKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-27
Closed -$2K – 300
2023
Q2 		$2K Sell
27
-4
-13% -$305 ﹤0.01% 661
2023
Q1 		$2.44K Buy
31
+3
+11% +$216 ﹤0.01% 596
2022
Q4 		$1.91K Buy
28
+14
+100% +$889 ﹤0.01% 641
2022
Q3 		$1K Sell
14
-10
-42% -$598 ﹤0.01% 808
2022
Q2 		$2K Hold
24
– – ﹤0.01% 613
2022
Q1 		$2K Buy
+24
New +$1.64K ﹤0.01% 645

Other funds holding BRKR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Disciplined Investments's BRKR Position: Q3 2023 in Review

Disciplined Investments sold out of Bruker (BRKR) in Q3 2023, closing a stake of 27 shares — an estimated $2K sold.

Disciplined Investments first reported a position in BRKR in Q1 2022 and held it in 6 quarters. The position peaked at $2.44K in Q1 2023. 345 funds tracked by Wall St. Rank hold BRKR as of Q3 2023.

  • Disciplined Investments reported no remaining Bruker position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 27 Bruker shares in Q3 2023, an estimated $2K.
  • Disciplined Investments first reported a position in Bruker in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Bruker position peaked at $2.44K in Q1 2023.
  • 345 funds tracked by Wall St. Rank held Bruker as of Q3 2023.

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