DI
ECVT icon

Disciplined Investments’s Ecovyst ECVT Stock Holding History

Disciplined Investments’s Portfolio ECVT Stock Details ECVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20
Closed -$229 – 521
2023
Q2 		$229 Hold
20
– – ﹤0.01% 1468
2023
Q1 		$221 Buy
20
+10
+100% +$103 ﹤0.01% 1466
2022
Q4 		$89 Sell
10
-8
-44% -$74 ﹤0.01% 1543
2022
Q3 		$0 Sell
18
-4
-18% -$38 ﹤0.01% 1327
2022
Q2 		$0 Buy
22
+4
+22% +$42 ﹤0.01% 1354
2022
Q1 		$0 Buy
+18
New +$189 ﹤0.01% 1410

Other funds holding ECVT

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Disciplined Investments's ECVT Position: Q3 2023 in Review

Disciplined Investments sold out of Ecovyst (ECVT) in Q3 2023, closing a stake of 20 shares — an estimated $229 sold.

Disciplined Investments first reported a position in ECVT in Q1 2022 and held it in 6 quarters. The position peaked at $229 in Q2 2023. 152 funds tracked by Wall St. Rank hold ECVT as of Q3 2023.

  • Disciplined Investments reported no remaining Ecovyst position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 20 Ecovyst shares in Q3 2023, an estimated $229.
  • Disciplined Investments first reported a position in Ecovyst in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Ecovyst position peaked at $229 in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Ecovyst as of Q3 2023.

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