DI
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Disciplined Investments’s CBRE Group CBRE Stock Holding History

Disciplined Investments’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-26
Closed -$2.1K – 329
2023
Q2 		$2.1K Sell
26
-2
-7% -$150 ﹤0.01% 643
2023
Q1 		$2.04K Buy
28
+1
+4% +$82 ﹤0.01% 653
2022
Q4 		$2.08K Buy
27
+7
+35% +$517 ﹤0.01% 601
2022
Q3 		$1K Buy
20
+3
+18% +$238 ﹤0.01% 816
2022
Q2 		$1K Sell
17
-7
-29% -$563 ﹤0.01% 832
2022
Q1 		$2K Buy
+24
New +$2.34K ﹤0.01% 651

Other funds holding CBRE

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Disciplined Investments's CBRE Position: Q3 2023 in Review

Disciplined Investments sold out of CBRE Group (CBRE) in Q3 2023, closing a stake of 26 shares — an estimated $2.1K sold.

Disciplined Investments first reported a position in CBRE in Q1 2022 and held it in 6 quarters. The position peaked at $2.1K in Q2 2023. 695 funds tracked by Wall St. Rank hold CBRE as of Q3 2023.

  • Disciplined Investments reported no remaining CBRE Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 26 CBRE Group shares in Q3 2023, an estimated $2.1K.
  • Disciplined Investments first reported a position in CBRE Group in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's CBRE Group position peaked at $2.1K in Q2 2023.
  • 695 funds tracked by Wall St. Rank held CBRE Group as of Q3 2023.

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