DI
GMS

Disciplined Investments’s GMS Inc GMS Stock Holding History

Disciplined Investments’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9
Closed -$623 – 676
2023
Q2 		$623 Buy
9
+1
+13% +$62 ﹤0.01% 1152
2023
Q1 		$463 Buy
8
+3
+60% +$170 ﹤0.01% 1253
2022
Q4 		$249 Sell
5
-1
-17% -$48 ﹤0.01% 1386
2022
Q3 		$0 Buy
6
+2
+50% +$96 ﹤0.01% 1362
2022
Q2 		$0 Sell
4
-1
-20% -$47 ﹤0.01% 1395
2022
Q1 		$0 Buy
+5
New +$263 ﹤0.01% 1439

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Investments's GMS Position: Q3 2023 in Review

Disciplined Investments sold out of GMS Inc (GMS) in Q3 2023, closing a stake of 9 shares — an estimated $623 sold.

Disciplined Investments first reported a position in GMS in Q1 2022 and held it in 6 quarters. The position peaked at $623 in Q2 2023. 278 funds tracked by Wall St. Rank hold GMS as of Q3 2023.

  • Disciplined Investments reported no remaining GMS Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 GMS Inc shares in Q3 2023, an estimated $623.
  • Disciplined Investments first reported a position in GMS Inc in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's GMS Inc position peaked at $623 in Q2 2023.
  • 278 funds tracked by Wall St. Rank held GMS Inc as of Q3 2023.

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