DI
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Disciplined Investments’s ICU Medical ICUI Stock Holding History

Disciplined Investments’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5
Closed -$1K – 1393
2022
Q2 		$1K Buy
5
+2
+67% +$385 ﹤0.01% 969
2022
Q1 		$1K Buy
+3
New +$672 ﹤0.01% 1027

Other funds holding ICUI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Disciplined Investments's ICUI Position: Q3 2022 in Review

Disciplined Investments sold out of ICU Medical (ICUI) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Disciplined Investments first reported a position in ICUI in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 243 funds tracked by Wall St. Rank hold ICUI as of Q3 2022.

  • Disciplined Investments reported no remaining ICU Medical position as of Q3 2022 after selling out during the quarter.
  • Disciplined Investments sold 5 ICU Medical shares in Q3 2022, an estimated $1K.
  • Disciplined Investments first reported a position in ICU Medical in Q1 2022 and held it in 2 quarters.
  • Disciplined Investments's ICU Medical position peaked at $1K in Q2 2022.
  • 243 funds tracked by Wall St. Rank held ICU Medical as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.