Disciplined Investments’s Samsara IOT Stock Holding History

Disciplined Investments’s Portfolio IOT Stock Details IOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2	Closed	-$55	–	800
2023 Q2	$55	Buy	+2	New	+$44	﹤0.01%	1653

Other funds holding IOT

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

AEPLI

AH Equity Partners LSV III Menlo Park, California $262M AUM 59.24% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Disciplined Investments's IOT Position: Q3 2023 in Review

Disciplined Investments sold out of Samsara (IOT) in Q3 2023, closing a stake of 2 shares — an estimated $55 sold.

Disciplined Investments first reported a position in IOT in Q2 2023 and held it in 1 quarter. The position peaked at $55 in Q2 2023. 207 funds tracked by Wall St. Rank hold IOT as of Q3 2023.

Disciplined Investments reported no remaining Samsara position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 2 Samsara shares in Q3 2023, an estimated $55.
Disciplined Investments first reported a position in Samsara in Q2 2023 and held it in 1 quarter.
Disciplined Investments's Samsara position peaked at $55 in Q2 2023.
207 funds tracked by Wall St. Rank held Samsara as of Q3 2023.

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