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Disciplined Investments’s Curtiss-Wright CW Stock Holding History

Disciplined Investments’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11
Closed -$2.02K – 446
2023
Q2 		$2.02K Hold
11
– – ﹤0.01% 657
2023
Q1 		$1.94K Sell
11
-1
-8% -$169 ﹤0.01% 676
2022
Q4 		$2K Hold
12
– – ﹤0.01% 620
2022
Q3 		$2K Buy
12
+3
+33% +$426 ﹤0.01% 603
2022
Q2 		$1K Hold
9
– – ﹤0.01% 862
2022
Q1 		$1K Buy
+9
New +$1.28K ﹤0.01% 920

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Disciplined Investments's CW Position: Q3 2023 in Review

Disciplined Investments sold out of Curtiss-Wright (CW) in Q3 2023, closing a stake of 11 shares — an estimated $2.02K sold.

Disciplined Investments first reported a position in CW in Q1 2022 and held it in 6 quarters. The position peaked at $2.02K in Q2 2023. 434 funds tracked by Wall St. Rank hold CW as of Q3 2023.

  • Disciplined Investments reported no remaining Curtiss-Wright position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 Curtiss-Wright shares in Q3 2023, an estimated $2.02K.
  • Disciplined Investments first reported a position in Curtiss-Wright in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Curtiss-Wright position peaked at $2.02K in Q2 2023.
  • 434 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2023.

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