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Disciplined Investments’s Onto Innovation ONTO Stock Holding History

Disciplined Investments’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10
Closed -$1.17K – 1112
2023
Q2 		$1.17K Hold
10
– – ﹤0.01% 897
2023
Q1 		$879 Buy
10
+1
+11% +$81 ﹤0.01% 1016
2022
Q4 		$613 Buy
9
+4
+80% +$287 ﹤0.01% 1115
2022
Q3 		$0 Sell
5
-5
-50% -$367 ﹤0.01% 1502
2022
Q2 		$1K Buy
10
+2
+25% +$148 ﹤0.01% 1050
2022
Q1 		$1K Buy
+8
New +$711 ﹤0.01% 1113

Other funds holding ONTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Disciplined Investments's ONTO Position: Q3 2023 in Review

Disciplined Investments sold out of Onto Innovation (ONTO) in Q3 2023, closing a stake of 10 shares — an estimated $1.17K sold.

Disciplined Investments first reported a position in ONTO in Q1 2022 and held it in 6 quarters. The position peaked at $1.17K in Q2 2023. 358 funds tracked by Wall St. Rank hold ONTO as of Q3 2023.

  • Disciplined Investments reported no remaining Onto Innovation position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Onto Innovation shares in Q3 2023, an estimated $1.17K.
  • Disciplined Investments first reported a position in Onto Innovation in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Onto Innovation position peaked at $1.17K in Q2 2023.
  • 358 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2023.

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