Disciplined Investments’s Cadence Design Systems CDNS Stock Holding History

Disciplined Investments’s Portfolio CDNS Stock Details CDNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11	Closed	-$2.58K	–	343
2023 Q2	$2.58K	Sell	11 -1	-8%	-$218	﹤0.01%	560
2023 Q1	$2.52K	Buy	12 +1	+9%	+$189	﹤0.01%	585
2022 Q4	$1.77K	Sell	11 -3	-21%	-$480	﹤0.01%	666
2022 Q3	$2K	Hold	14	–	–	﹤0.01%	591
2022 Q2	$2K	Buy	14 +1	+8%	+$151	﹤0.01%	623
2022 Q1	$2K	Buy	+13	New	+$1.99K	﹤0.01%	653
2021 Q1	–	Sell	-17	Closed	-$2K	–	394
2020 Q4	$2K	Buy	+17	New	+$1.99K	﹤0.01%	280

Other funds holding CDNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Disciplined Investments's CDNS Position: Q3 2023 in Review

Disciplined Investments sold out of Cadence Design Systems (CDNS) in Q3 2023, closing a stake of 11 shares — an estimated $2.58K sold.

Disciplined Investments first reported a position in CDNS in Q4 2020 and held it in 7 quarters. The position peaked at $2.58K in Q2 2023. 1,037 funds tracked by Wall St. Rank hold CDNS as of Q3 2023.

Disciplined Investments reported no remaining Cadence Design Systems position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 11 Cadence Design Systems shares in Q3 2023, an estimated $2.58K.
Disciplined Investments first reported a position in Cadence Design Systems in Q4 2020 and held it in 7 quarters.
Disciplined Investments's Cadence Design Systems position peaked at $2.58K in Q2 2023.
1,037 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2023.

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