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DI
Disciplined Investments’s
State Street SPDR EURO STOXX 50 ETF
FEZ
Stock Holding History
Disciplined Investments’s Portfolio
FEZ Stock Details
FEZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-1,120
Closed
-$51.5K
–
602
2023
Q2
$51.5K
Hold
1,120
–
–
0.03%
196
2023
Q1
$50.3K
Hold
1,120
–
–
0.02%
222
2022
Q4
$43.3K
Hold
1,120
–
–
0.02%
220
2022
Q3
$34K
Hold
1,120
–
–
0.02%
256
2022
Q2
$39K
Hold
1,120
–
–
0.02%
244
2022
Q1
$46K
Sell
1,120
-337
-23%
-$14.6K
0.02%
236
2021
Q4
$68K
Hold
1,457
–
–
0.03%
184
2021
Q3
$66K
Hold
1,457
–
–
0.03%
174
2021
Q2
$68K
Hold
1,457
–
–
0.03%
174
2021
Q1
$65K
Buy
1,457
+1
+0.1%
+$43
0.04%
162
2020
Q4
$61K
Hold
1,456
–
–
0.04%
142
2020
Q3
$53K
Sell
1,456
-352
-19%
-$13.2K
0.04%
155
2020
Q2
$64K
Sell
1,808
-1
-0.1%
-$32
0.05%
143
2020
Q1
$53K
Hold
1,809
–
–
0.05%
148
2019
Q4
$74K
Buy
+1,809
New
+$71.1K
0.06%
138
Other funds holding FEZ
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SFM
Soros Fund Management
New York
$9.12B AUM
30.69%
1-Year Est. Return
FTUS
Flow Traders U.S.
New York
$3.16B AUM
19.52%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$269B AUM
31.4%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
WP
Woodline Partners
San Francisco, California
$26.4B AUM
44.85%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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