DI
COF icon

Disciplined Investments’s Capital One COF Stock Holding History

Disciplined Investments’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-31
Closed -$3.39K – 398
2023
Q2 		$3.39K Sell
31
-295
-90% -$29.5K ﹤0.01% 493
2023
Q1 		$31.3K Sell
326
-7
-2% -$733 0.01% 263
2022
Q4 		$31K Buy
333
+19
+6% +$1.87K 0.02% 243
2022
Q3 		$29K Sell
314
-18
-5% -$1.92K 0.01% 273
2022
Q2 		$35K Buy
332
+307
+1,228% +$37.5K 0.02% 258
2022
Q1 		$3K Buy
+25
New +$3.65K ﹤0.01% 557
2021
Q1 		– Sell
-107
Closed -$11K – 395
2020
Q4 		$11K Hold
107
– – 0.01% 221
2020
Q3 		$8K Hold
107
– – 0.01% 269
2020
Q2 		$7K Hold
107
– – 0.01% 290
2020
Q1 		$5K Buy
+107
New +$9.41K ﹤0.01% 315

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return