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Disciplined Investments’s Cisco CSCO Stock Holding History

Disciplined Investments’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,132
Closed -$58.5K – 430
2023
Q2 		$58.5K Buy
1,132
+25
+2% +$1.23K 0.03% 190
2023
Q1 		$57.8K Buy
1,107
+46
+4% +$2.25K 0.02% 208
2022
Q4 		$50.5K Sell
1,061
-354
-25% -$16.1K 0.02% 200
2022
Q3 		$57K Buy
1,415
+74
+6% +$3.28K 0.03% 204
2022
Q2 		$57K Sell
1,341
-77
-5% -$3.69K 0.03% 208
2022
Q1 		$79K Buy
1,418
+60
+4% +$3.4K 0.03% 186
2021
Q4 		$86K Buy
1,358
+453
+50% +$25.9K 0.04% 165
2021
Q3 		$49K Hold
905
– – 0.02% 203
2021
Q2 		$48K Hold
905
– – 0.02% 201
2021
Q1 		$47K Sell
905
-299
-25% -$14K 0.03% 185
2020
Q4 		$54K Sell
1,204
-414
-26% -$17K 0.04% 148
2020
Q3 		$64K Sell
1,618
-1,233
-43% -$53.7K 0.05% 142
2020
Q2 		$133K Sell
2,851
-370
-11% -$16.2K 0.1% 104
2020
Q1 		$127K Buy
3,221
+369
+13% +$16.2K 0.12% 104
2019
Q4 		$137K Buy
+2,852
New +$133K 0.12% 104

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Disciplined Investments's CSCO Position: Q3 2023 in Review

Disciplined Investments sold out of Cisco (CSCO) in Q3 2023, closing a stake of 1,132 shares — an estimated $58.5K sold.

Disciplined Investments first reported a position in CSCO in Q4 2019 and held it in 15 quarters. The position peaked at $137K in Q4 2019. 3,069 funds tracked by Wall St. Rank hold CSCO as of Q3 2023.

  • Disciplined Investments reported no remaining Cisco position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1,132 Cisco shares in Q3 2023, an estimated $58.5K.
  • Disciplined Investments first reported a position in Cisco in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Cisco position peaked at $137K in Q4 2019.
  • 3,069 funds tracked by Wall St. Rank held Cisco as of Q3 2023.

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