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Disciplined Investments’s Nasdaq NDAQ Stock Holding History

Disciplined Investments’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-38
Closed -$1.89K – 1036
2023
Q2 		$1.89K Buy
38
+2
+6% +$108 ﹤0.01% 674
2023
Q1 		$1.97K Sell
36
-10
-22% -$578 ﹤0.01% 666
2022
Q4 		$2.82K Sell
46
-1
-2% -$62 ﹤0.01% 510
2022
Q3 		$3K Buy
47
+17
+57% +$1K ﹤0.01% 536
2022
Q2 		$2K Sell
30
-51
-63% -$2.7K ﹤0.01% 701
2022
Q1 		$5K Buy
81
+36
+80% +$2.13K ﹤0.01% 463
2021
Q4 		$3K Hold
45
– – ﹤0.01% 420
2021
Q3 		$3K Hold
45
– – ﹤0.01% 375
2021
Q2 		$3K Hold
45
– – ﹤0.01% 365
2021
Q1 		$2K Buy
+45
New +$2.14K ﹤0.01% 339

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Disciplined Investments's NDAQ Position: Q3 2023 in Review

Disciplined Investments sold out of Nasdaq (NDAQ) in Q3 2023, closing a stake of 38 shares — an estimated $1.89K sold.

Disciplined Investments first reported a position in NDAQ in Q1 2021 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 698 funds tracked by Wall St. Rank hold NDAQ as of Q3 2023.

  • Disciplined Investments reported no remaining Nasdaq position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 38 Nasdaq shares in Q3 2023, an estimated $1.89K.
  • Disciplined Investments first reported a position in Nasdaq in Q1 2021 and held it in 10 quarters.
  • Disciplined Investments's Nasdaq position peaked at $5K in Q1 2022.
  • 698 funds tracked by Wall St. Rank held Nasdaq as of Q3 2023.

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