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Disciplined Investments’s MKS Inc MKSI Stock Holding History

Disciplined Investments’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5
Closed -$424 – 1701
2022
Q4 		$424 Sell
5
-3
-38% -$240 ﹤0.01% 1239
2022
Q3 		$1K Buy
8
+6
+300% +$618 ﹤0.01% 991
2022
Q2 		$0 Sell
2
-7
-78% -$815 ﹤0.01% 1480
2022
Q1 		$1K Buy
+9
New +$1.4K ﹤0.01% 1074

Other funds holding MKSI

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Investments's MKSI Position: Q1 2023 in Review

Disciplined Investments sold out of MKS Inc (MKSI) in Q1 2023, closing a stake of 5 shares — an estimated $424 sold.

Disciplined Investments first reported a position in MKSI in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 323 funds tracked by Wall St. Rank hold MKSI as of Q1 2023.

  • Disciplined Investments reported no remaining MKS Inc position as of Q1 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 MKS Inc shares in Q1 2023, an estimated $424.
  • Disciplined Investments first reported a position in MKS Inc in Q1 2022 and held it in 4 quarters.
  • Disciplined Investments's MKS Inc position peaked at $1K in Q3 2022.
  • 323 funds tracked by Wall St. Rank held MKS Inc as of Q1 2023.

Based on Disciplined Investments's 13F filing for Q1 2023, filed 10 May 2023.