DI
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Disciplined Investments’s CNA Financial CNA Stock Holding History

Disciplined Investments’s Portfolio CNA Stock Details CNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8
Closed -$309 – 388
2023
Q2 		$309 Buy
8
+1
+14% +$39 ﹤0.01% 1385
2023
Q1 		$273 Sell
7
-2
-22% -$84 ﹤0.01% 1424
2022
Q4 		$381 Sell
9
-1
-10% -$41 ﹤0.01% 1274
2022
Q3 		$0 Sell
10
-1
-9% -$41 ﹤0.01% 1284
2022
Q2 		$0 Buy
11
+2
+22% +$92 ﹤0.01% 1310
2022
Q1 		$0 Buy
+9
New +$419 ﹤0.01% 1376

Other funds holding CNA

LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Disciplined Investments's CNA Position: Q3 2023 in Review

Disciplined Investments sold out of CNA Financial (CNA) in Q3 2023, closing a stake of 8 shares — an estimated $309 sold.

Disciplined Investments first reported a position in CNA in Q1 2022 and held it in 6 quarters. The position peaked at $381 in Q4 2022. 207 funds tracked by Wall St. Rank hold CNA as of Q3 2023.

  • Disciplined Investments reported no remaining CNA Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 CNA Financial shares in Q3 2023, an estimated $309.
  • Disciplined Investments first reported a position in CNA Financial in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's CNA Financial position peaked at $381 in Q4 2022.
  • 207 funds tracked by Wall St. Rank held CNA Financial as of Q3 2023.

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