DI
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Disciplined Investments’s GrafTech EAF Stock Holding History

Disciplined Investments’s Portfolio EAF Stock Details EAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3
Closed -$151 – 516
2023
Q2 		$151 Hold
3
– – ﹤0.01% 1549
2023
Q1 		$165 Hold
3
– – ﹤0.01% 1519
2022
Q4 		$124 Sell
3
-1
-25% -$49 ﹤0.01% 1511
2022
Q3 		$0 Buy
4
+2
+100% +$127 ﹤0.01% 1323
2022
Q2 		$0 Sell
2
-1
-33% -$87 ﹤0.01% 1349
2022
Q1 		$0 Buy
+3
New +$312 ﹤0.01% 1406

Other funds holding EAF

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Disciplined Investments's EAF Position: Q3 2023 in Review

Disciplined Investments sold out of GrafTech (EAF) in Q3 2023, closing a stake of 3 shares — an estimated $151 sold.

Disciplined Investments first reported a position in EAF in Q1 2022 and held it in 6 quarters. The position peaked at $165 in Q1 2023. 160 funds tracked by Wall St. Rank hold EAF as of Q3 2023.

  • Disciplined Investments reported no remaining GrafTech position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 GrafTech shares in Q3 2023, an estimated $151.
  • Disciplined Investments first reported a position in GrafTech in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's GrafTech position peaked at $165 in Q1 2023.
  • 160 funds tracked by Wall St. Rank held GrafTech as of Q3 2023.

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