DI
ME

Disciplined Investments’s 23andMe Holding Co ME Stock Holding History

Disciplined Investments’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-51
Closed -$1.77K – 1647
2023
Q2 		$1.77K Buy
+51
New +$2.03K ﹤0.01% 718

Other funds holding ME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Disciplined Investments's ME Position: Q3 2023 in Review

Disciplined Investments sold out of 23andMe Holding Co (ME) in Q3 2023, closing a stake of 51 shares — an estimated $1.77K sold.

Disciplined Investments first reported a position in ME in Q2 2023 and held it in 1 quarter. The position peaked at $1.77K in Q2 2023. 167 funds tracked by Wall St. Rank hold ME as of Q3 2023.

  • Disciplined Investments reported no remaining 23andMe Holding Co position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 51 23andMe Holding Co shares in Q3 2023, an estimated $1.77K.
  • Disciplined Investments first reported a position in 23andMe Holding Co in Q2 2023 and held it in 1 quarter.
  • Disciplined Investments's 23andMe Holding Co position peaked at $1.77K in Q2 2023.
  • 167 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q3 2023.

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