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Disciplined Investments’s LivaNova LIVN Stock Holding History

Disciplined Investments’s Portfolio LIVN Stock Details LIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7
Closed -$360 – 909
2023
Q2 		$360 Buy
7
+3
+75% +$141 ﹤0.01% 1345
2023
Q1 		$174 Sell
4
-3
-43% -$152 ﹤0.01% 1506
2022
Q4 		$389 Hold
7
– – ﹤0.01% 1271
2022
Q3 		$0 Sell
7
-2
-22% -$119 ﹤0.01% 1432
2022
Q2 		$1K Buy
9
+2
+29% +$142 ﹤0.01% 993
2022
Q1 		$1K Buy
+7
New +$544 ﹤0.01% 1055

Other funds holding LIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Disciplined Investments's LIVN Position: Q3 2023 in Review

Disciplined Investments sold out of LivaNova (LIVN) in Q3 2023, closing a stake of 7 shares — an estimated $360 sold.

Disciplined Investments first reported a position in LIVN in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 210 funds tracked by Wall St. Rank hold LIVN as of Q3 2023.

  • Disciplined Investments reported no remaining LivaNova position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 LivaNova shares in Q3 2023, an estimated $360.
  • Disciplined Investments first reported a position in LivaNova in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's LivaNova position peaked at $1K in Q2 2022.
  • 210 funds tracked by Wall St. Rank held LivaNova as of Q3 2023.

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