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Disciplined Investments’s Commercial Metals CMC Stock Holding History

Disciplined Investments’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-32
Closed -$1.69K – 380
2023
Q2 		$1.69K Sell
32
-3
-9% -$140 ﹤0.01% 735
2023
Q1 		$1.71K Sell
35
-2
-5% -$104 ﹤0.01% 731
2022
Q4 		$1.79K Buy
37
+3
+9% +$138 ﹤0.01% 662
2022
Q3 		$1K Sell
34
-1
-3% -$39 ﹤0.01% 836
2022
Q2 		$1K Buy
35
+5
+17% +$197 ﹤0.01% 846
2022
Q1 		$1K Buy
+30
New +$1.13K ﹤0.01% 904

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Disciplined Investments's CMC Position: Q3 2023 in Review

Disciplined Investments sold out of Commercial Metals (CMC) in Q3 2023, closing a stake of 32 shares — an estimated $1.69K sold.

Disciplined Investments first reported a position in CMC in Q1 2022 and held it in 6 quarters. The position peaked at $1.79K in Q4 2022. 454 funds tracked by Wall St. Rank hold CMC as of Q3 2023.

  • Disciplined Investments reported no remaining Commercial Metals position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 32 Commercial Metals shares in Q3 2023, an estimated $1.69K.
  • Disciplined Investments first reported a position in Commercial Metals in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Commercial Metals position peaked at $1.79K in Q4 2022.
  • 454 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2023.

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