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Disciplined Investments’s Minerals Technologies MTX Stock Holding History

Disciplined Investments’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7
Closed -$404 – 1021
2023
Q2 		$404 Hold
7
– – ﹤0.01% 1305
2023
Q1 		$423 Hold
7
– – ﹤0.01% 1287
2022
Q4 		$425 Hold
7
– – ﹤0.01% 1237
2022
Q3 		$0 Sell
7
-2
-22% -$122 ﹤0.01% 1465
2022
Q2 		$1K Buy
9
+2
+29% +$128 ﹤0.01% 1021
2022
Q1 		$0 Buy
+7
New +$484 ﹤0.01% 1517

Other funds holding MTX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Disciplined Investments's MTX Position: Q3 2023 in Review

Disciplined Investments sold out of Minerals Technologies (MTX) in Q3 2023, closing a stake of 7 shares — an estimated $404 sold.

Disciplined Investments first reported a position in MTX in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 212 funds tracked by Wall St. Rank hold MTX as of Q3 2023.

  • Disciplined Investments reported no remaining Minerals Technologies position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Minerals Technologies shares in Q3 2023, an estimated $404.
  • Disciplined Investments first reported a position in Minerals Technologies in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Minerals Technologies position peaked at $1K in Q2 2022.
  • 212 funds tracked by Wall St. Rank held Minerals Technologies as of Q3 2023.

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