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Disciplined Investments’s International Bancshares IBOC Stock Holding History

Disciplined Investments’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16
Closed -$707 – 766
2023
Q2 		$707 Buy
16
+1
+7% +$43 ﹤0.01% 1097
2023
Q1 		$642 Sell
15
-4
-21% -$182 ﹤0.01% 1155
2022
Q4 		$869 Buy
19
+2
+12% +$96 ﹤0.01% 962
2022
Q3 		$1K Buy
17
+3
+21% +$128 ﹤0.01% 944
2022
Q2 		$1K Sell
14
-1
-7% -$41 ﹤0.01% 966
2022
Q1 		$1K Buy
+15
New +$644 ﹤0.01% 1025

Other funds holding IBOC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Disciplined Investments's IBOC Position: Q3 2023 in Review

Disciplined Investments sold out of International Bancshares (IBOC) in Q3 2023, closing a stake of 16 shares — an estimated $707 sold.

Disciplined Investments first reported a position in IBOC in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 185 funds tracked by Wall St. Rank hold IBOC as of Q3 2023.

  • Disciplined Investments reported no remaining International Bancshares position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 International Bancshares shares in Q3 2023, an estimated $707.
  • Disciplined Investments first reported a position in International Bancshares in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's International Bancshares position peaked at $1K in Q3 2022.
  • 185 funds tracked by Wall St. Rank held International Bancshares as of Q3 2023.

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