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Disciplined Investments’s Peabody Energy BTU Stock Holding History

Disciplined Investments’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20
Closed -$433 – 304
2023
Q2 		$433 Buy
20
+5
+33% +$111 ﹤0.01% 1277
2023
Q1 		$384 Sell
15
-1
-6% -$27 ﹤0.01% 1315
2022
Q4 		$423 Buy
16
+8
+100% +$220 ﹤0.01% 1240
2022
Q3 		$0 Sell
8
-3
-27% -$67 ﹤0.01% 1260
2022
Q2 		$0 Buy
+11
New +$270 ﹤0.01% 1285

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Disciplined Investments's BTU Position: Q3 2023 in Review

Disciplined Investments sold out of Peabody Energy (BTU) in Q3 2023, closing a stake of 20 shares — an estimated $433 sold.

Disciplined Investments first reported a position in BTU in Q2 2022 and held it in 5 quarters. The position peaked at $433 in Q2 2023. 280 funds tracked by Wall St. Rank hold BTU as of Q3 2023.

  • Disciplined Investments reported no remaining Peabody Energy position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 20 Peabody Energy shares in Q3 2023, an estimated $433.
  • Disciplined Investments first reported a position in Peabody Energy in Q2 2022 and held it in 5 quarters.
  • Disciplined Investments's Peabody Energy position peaked at $433 in Q2 2023.
  • 280 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2023.

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