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Disciplined Investments’s Grand Canyon Education LOPE Stock Holding History

Disciplined Investments’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8
Closed -$826 – 918
2023
Q2 		$826 Sell
8
-1
-11% -$110 ﹤0.01% 1041
2023
Q1 		$1.02K Sell
9
-1
-10% -$113 ﹤0.01% 942
2022
Q4 		$1.06K Hold
10
– – ﹤0.01% 878
2022
Q3 		$1K Buy
10
+1
+11% +$87 ﹤0.01% 977
2022
Q2 		$1K Buy
9
+1
+13% +$93 ﹤0.01% 995
2022
Q1 		$1K Buy
+8
New +$701 ﹤0.01% 1056

Other funds holding LOPE

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Investments's LOPE Position: Q3 2023 in Review

Disciplined Investments sold out of Grand Canyon Education (LOPE) in Q3 2023, closing a stake of 8 shares — an estimated $826 sold.

Disciplined Investments first reported a position in LOPE in Q1 2022 and held it in 6 quarters. The position peaked at $1.06K in Q4 2022. 327 funds tracked by Wall St. Rank hold LOPE as of Q3 2023.

  • Disciplined Investments reported no remaining Grand Canyon Education position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Grand Canyon Education shares in Q3 2023, an estimated $826.
  • Disciplined Investments first reported a position in Grand Canyon Education in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Grand Canyon Education position peaked at $1.06K in Q4 2022.
  • 327 funds tracked by Wall St. Rank held Grand Canyon Education as of Q3 2023.

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