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Disciplined Investments’s Cushman & Wakefield Ltd CWK Stock Holding History

Disciplined Investments’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-37
Closed -$303 – 450
2023
Q2 		$303 Sell
37
-9
-20% -$78 ﹤0.01% 1395
2023
Q1 		$485 Buy
46
+14
+44% +$180 ﹤0.01% 1235
2022
Q4 		$399 Buy
32
+16
+100% +$185 ﹤0.01% 1263
2022
Q3 		$0 Sell
16
-31
-66% -$468 ﹤0.01% 1310
2022
Q2 		$1K Buy
47
+6
+15% +$105 ﹤0.01% 863
2022
Q1 		$1K Buy
+41
New +$868 ﹤0.01% 921

Other funds holding CWK

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Disciplined Investments's CWK Position: Q3 2023 in Review

Disciplined Investments sold out of Cushman & Wakefield Ltd (CWK) in Q3 2023, closing a stake of 37 shares — an estimated $303 sold.

Disciplined Investments first reported a position in CWK in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 201 funds tracked by Wall St. Rank hold CWK as of Q3 2023.

  • Disciplined Investments reported no remaining Cushman & Wakefield Ltd position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 37 Cushman & Wakefield Ltd shares in Q3 2023, an estimated $303.
  • Disciplined Investments first reported a position in Cushman & Wakefield Ltd in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Cushman & Wakefield Ltd position peaked at $1K in Q2 2022.
  • 201 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2023.

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