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Disciplined Investments’s First Merchants FRME Stock Holding History

Disciplined Investments’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11
Closed -$311 – 635
2023
Q2 		$311 Sell
11
-1
-8% -$28 ﹤0.01% 1383
2023
Q1 		$395 Buy
12
+1
+9% +$40 ﹤0.01% 1303
2022
Q4 		$452 Sell
11
-2
-15% -$85 ﹤0.01% 1218
2022
Q3 		$1K Hold
13
– – ﹤0.01% 912
2022
Q2 		$0 Buy
13
+2
+18% +$79 ﹤0.01% 1383
2022
Q1 		$0 Buy
+11
New +$478 ﹤0.01% 1429

Other funds holding FRME

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Disciplined Investments's FRME Position: Q3 2023 in Review

Disciplined Investments sold out of First Merchants (FRME) in Q3 2023, closing a stake of 11 shares — an estimated $311 sold.

Disciplined Investments first reported a position in FRME in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 213 funds tracked by Wall St. Rank hold FRME as of Q3 2023.

  • Disciplined Investments reported no remaining First Merchants position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 First Merchants shares in Q3 2023, an estimated $311.
  • Disciplined Investments first reported a position in First Merchants in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's First Merchants position peaked at $1K in Q3 2022.
  • 213 funds tracked by Wall St. Rank held First Merchants as of Q3 2023.

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