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Disciplined Investments’s Cboe Global Markets CBOE Stock Holding History

Disciplined Investments’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19
Closed -$2.62K – 328
2023
Q2 		$2.62K Sell
19
-1
-5% -$136 ﹤0.01% 555
2023
Q1 		$2.69K Buy
20
+1
+5% +$126 ﹤0.01% 555
2022
Q4 		$2.38K Sell
19
-3
-14% -$370 ﹤0.01% 569
2022
Q3 		$3K Buy
22
+2
+10% +$241 ﹤0.01% 500
2022
Q2 		$2K Buy
20
+4
+25% +$449 ﹤0.01% 620
2022
Q1 		$2K Buy
+16
New +$1.9K ﹤0.01% 650

Other funds holding CBOE

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's CBOE Position: Q3 2023 in Review

Disciplined Investments sold out of Cboe Global Markets (CBOE) in Q3 2023, closing a stake of 19 shares — an estimated $2.62K sold.

Disciplined Investments first reported a position in CBOE in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 623 funds tracked by Wall St. Rank hold CBOE as of Q3 2023.

  • Disciplined Investments reported no remaining Cboe Global Markets position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 19 Cboe Global Markets shares in Q3 2023, an estimated $2.62K.
  • Disciplined Investments first reported a position in Cboe Global Markets in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Cboe Global Markets position peaked at $3K in Q3 2022.
  • 623 funds tracked by Wall St. Rank held Cboe Global Markets as of Q3 2023.

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