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Disciplined Investments’s Eagle Materials EXP Stock Holding History

Disciplined Investments’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9
Closed -$1.68K – 578
2023
Q2 		$1.68K Hold
9
– – ﹤0.01% 736
2023
Q1 		$1.32K Hold
9
– – ﹤0.01% 847
2022
Q4 		$1.2K Buy
9
+2
+29% +$253 ﹤0.01% 826
2022
Q3 		$1K Hold
7
– – ﹤0.01% 885
2022
Q2 		$1K Hold
7
– – ﹤0.01% 901
2022
Q1 		$1K Buy
+7
New +$993 ﹤0.01% 960

Other funds holding EXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Investments's EXP Position: Q3 2023 in Review

Disciplined Investments sold out of Eagle Materials (EXP) in Q3 2023, closing a stake of 9 shares — an estimated $1.68K sold.

Disciplined Investments first reported a position in EXP in Q1 2022 and held it in 6 quarters. The position peaked at $1.68K in Q2 2023. 445 funds tracked by Wall St. Rank hold EXP as of Q3 2023.

  • Disciplined Investments reported no remaining Eagle Materials position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 Eagle Materials shares in Q3 2023, an estimated $1.68K.
  • Disciplined Investments first reported a position in Eagle Materials in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Eagle Materials position peaked at $1.68K in Q2 2023.
  • 445 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2023.

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