DI
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Disciplined Investments’s Fox Factory Holding Corp FOXF Stock Holding History

Disciplined Investments’s Portfolio FOXF Stock Details FOXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6
Closed -$651 – 633
2023
Q2 		$651 Hold
6
– – ﹤0.01% 1136
2023
Q1 		$728 Sell
6
-1
-14% -$115 ﹤0.01% 1102
2022
Q4 		$639 Buy
7
+1
+17% +$93 ﹤0.01% 1092
2022
Q3 		$0 Buy
6
+4
+200% +$370 ﹤0.01% 1353
2022
Q2 		$0 Sell
2
-3
-60% -$253 ﹤0.01% 1383
2022
Q1 		$0 Buy
+5
New +$617 ﹤0.01% 1430

Other funds holding FOXF

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return