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Disciplined Investments’s Fox Class B FOX Stock Holding History

Disciplined Investments’s Portfolio FOX Stock Details FOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-26
Closed -$829 – 632
2023
Q2 		$829 Buy
26
+4
+18% +$121 ﹤0.01% 1040
2023
Q1 		$689 Sell
22
-4
-15% -$125 ﹤0.01% 1123
2022
Q4 		$740 Buy
26
+6
+30% +$172 ﹤0.01% 1022
2022
Q3 		$1K Sell
20
-9
-31% -$282 ﹤0.01% 910
2022
Q2 		$1K Buy
29
+5
+21% +$162 ﹤0.01% 924
2022
Q1 		$1K Buy
+24
New +$893 ﹤0.01% 981

Other funds holding FOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return