Disciplined Investments’s Howmet Aerospace HWM Stock Holding History

Disciplined Investments’s Portfolio HWM Stock Details HWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-86	Closed	-$4.26K	–	756
2023 Q2	$4.26K	Hold	86	–	–	﹤0.01%	445
2023 Q1	$3.64K	Sell	86 -6	-7%	-$246	﹤0.01%	484
2022 Q4	$3.63K	Buy	92 +2	+2%	+$73	﹤0.01%	451
2022 Q3	$3K	Sell	90 -3	-3%	-$105	﹤0.01%	521
2022 Q2	$3K	Buy	93 +16	+21%	+$548	﹤0.01%	546
2022 Q1	$3K	Buy	+77	New	+$2.63K	﹤0.01%	580

Other funds holding HWM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Disciplined Investments's HWM Position: Q3 2023 in Review

Disciplined Investments sold out of Howmet Aerospace (HWM) in Q3 2023, closing a stake of 86 shares — an estimated $4.26K sold.

Disciplined Investments first reported a position in HWM in Q1 2022 and held it in 6 quarters. The position peaked at $4.26K in Q2 2023. 610 funds tracked by Wall St. Rank hold HWM as of Q3 2023.

Disciplined Investments reported no remaining Howmet Aerospace position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 86 Howmet Aerospace shares in Q3 2023, an estimated $4.26K.
Disciplined Investments first reported a position in Howmet Aerospace in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Howmet Aerospace position peaked at $4.26K in Q2 2023.
610 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2023.

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