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Disciplined Investments’s News Corp Class A NWSA Stock Holding History

Disciplined Investments’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-54
Closed -$1.05K – 1087
2023
Q2 		$1.05K Buy
54
+8
+17% +$145 ﹤0.01% 946
2023
Q1 		$794 Sell
46
-11
-19% -$201 ﹤0.01% 1066
2022
Q4 		$1.04K Buy
57
+32
+128% +$556 ﹤0.01% 887
2022
Q3 		$0 Sell
25
-40
-62% -$671 ﹤0.01% 1493
2022
Q2 		$1K Buy
65
+10
+18% +$184 ﹤0.01% 1042
2022
Q1 		$1K Buy
+55
New +$1.22K ﹤0.01% 1105

Other funds holding NWSA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Disciplined Investments's NWSA Position: Q3 2023 in Review

Disciplined Investments sold out of News Corp Class A (NWSA) in Q3 2023, closing a stake of 54 shares — an estimated $1.05K sold.

Disciplined Investments first reported a position in NWSA in Q1 2022 and held it in 6 quarters. The position peaked at $1.05K in Q2 2023. 402 funds tracked by Wall St. Rank hold NWSA as of Q3 2023.

  • Disciplined Investments reported no remaining News Corp Class A position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 54 News Corp Class A shares in Q3 2023, an estimated $1.05K.
  • Disciplined Investments first reported a position in News Corp Class A in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's News Corp Class A position peaked at $1.05K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held News Corp Class A as of Q3 2023.

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