Disciplined Investments’s OneMain Financial OMF Stock Holding History

Disciplined Investments’s Portfolio OMF Stock Details OMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-32	Closed	-$1.4K	–	1107
2023 Q2	$1.4K	Sell	32 -3	-9%	-$117	﹤0.01%	812
2023 Q1	$1.3K	Buy	35 +5	+17%	+$201	﹤0.01%	853
2022 Q4	$999	Buy	30 +17	+131%	+$603	﹤0.01%	905
2022 Q3	$0	Sell	13 -23	-64%	-$847	﹤0.01%	1500
2022 Q2	$1K	Buy	36 +6	+20%	+$259	﹤0.01%	1048
2022 Q1	$1K	Buy	+30	New	+$1.5K	﹤0.01%	1110

Other funds holding OMF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Disciplined Investments's OMF Position: Q3 2023 in Review

Disciplined Investments sold out of OneMain Financial (OMF) in Q3 2023, closing a stake of 32 shares — an estimated $1.4K sold.

Disciplined Investments first reported a position in OMF in Q1 2022 and held it in 6 quarters. The position peaked at $1.4K in Q2 2023. 331 funds tracked by Wall St. Rank hold OMF as of Q3 2023.

Disciplined Investments reported no remaining OneMain Financial position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 32 OneMain Financial shares in Q3 2023, an estimated $1.4K.
Disciplined Investments first reported a position in OneMain Financial in Q1 2022 and held it in 6 quarters.
Disciplined Investments's OneMain Financial position peaked at $1.4K in Q2 2023.
331 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2023.

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