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Disciplined Investments’s Newmark Group NMRK Stock Holding History

Disciplined Investments’s Portfolio NMRK Stock Details NMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25
Closed -$156 – 1054
2023
Q2 		$156 Buy
25
+16
+178% +$99 ﹤0.01% 1544
2023
Q1 		$64 Sell
9
-17
-65% -$136 ﹤0.01% 1618
2022
Q4 		$207 Sell
26
-7
-21% -$58 ﹤0.01% 1427
2022
Q3 		$0 Buy
+33
New +$340 ﹤0.01% 1479
2022
Q2 		– Sell
-30
Closed – – 1506
2022
Q1 		$0 Buy
+30
New +$489 ﹤0.01% 1527

Other funds holding NMRK

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Disciplined Investments's NMRK Position: Q3 2023 in Review

Disciplined Investments sold out of Newmark Group (NMRK) in Q3 2023, closing a stake of 25 shares — an estimated $156 sold.

Disciplined Investments first reported a position in NMRK in Q1 2022 and held it in 5 quarters. The position peaked at $207 in Q4 2022. 199 funds tracked by Wall St. Rank hold NMRK as of Q3 2023.

  • Disciplined Investments reported no remaining Newmark Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 25 Newmark Group shares in Q3 2023, an estimated $156.
  • Disciplined Investments first reported a position in Newmark Group in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's Newmark Group position peaked at $207 in Q4 2022.
  • 199 funds tracked by Wall St. Rank held Newmark Group as of Q3 2023.

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