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Disciplined Investments’s Bentley Systems BSY Stock Holding History

Disciplined Investments’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12
Closed -$651 – 303
2023
Q2 		$651 Buy
12
+3
+33% +$140 ﹤0.01% 1134
2023
Q1 		$387 Buy
9
+7
+350% +$278 ﹤0.01% 1311
2022
Q4 		$74 Sell
2
-1
-33% -$36 ﹤0.01% 1556
2022
Q3 		$0 Buy
+3
New +$110 ﹤0.01% 1259

Other funds holding BSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Disciplined Investments's BSY Position: Q3 2023 in Review

Disciplined Investments sold out of Bentley Systems (BSY) in Q3 2023, closing a stake of 12 shares — an estimated $651 sold.

Disciplined Investments first reported a position in BSY in Q3 2022 and held it in 4 quarters. The position peaked at $651 in Q2 2023. 342 funds tracked by Wall St. Rank hold BSY as of Q3 2023.

  • Disciplined Investments reported no remaining Bentley Systems position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 Bentley Systems shares in Q3 2023, an estimated $651.
  • Disciplined Investments first reported a position in Bentley Systems in Q3 2022 and held it in 4 quarters.
  • Disciplined Investments's Bentley Systems position peaked at $651 in Q2 2023.
  • 342 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2023.

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