DI
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Disciplined Investments’s Stride LRN Stock Holding History

Disciplined Investments’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4
Closed -$149 – 927
2023
Q2 		$149 Buy
4
+2
+100% +$80 ﹤0.01% 1550
2023
Q1 		$79 Buy
2
+1
+100% +$39 ﹤0.01% 1602
2022
Q4 		$31 Sell
1
-1
-50% -$37 ﹤0.01% 1608
2022
Q3 		$0 Buy
+2
New +$81 ﹤0.01% 1437

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's LRN Position: Q3 2023 in Review

Disciplined Investments sold out of Stride (LRN) in Q3 2023, closing a stake of 4 shares — an estimated $149 sold.

Disciplined Investments first reported a position in LRN in Q3 2022 and held it in 4 quarters. The position peaked at $149 in Q2 2023. 251 funds tracked by Wall St. Rank hold LRN as of Q3 2023.

  • Disciplined Investments reported no remaining Stride position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 4 Stride shares in Q3 2023, an estimated $149.
  • Disciplined Investments first reported a position in Stride in Q3 2022 and held it in 4 quarters.
  • Disciplined Investments's Stride position peaked at $149 in Q2 2023.
  • 251 funds tracked by Wall St. Rank held Stride as of Q3 2023.

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