DI
PACW

Disciplined Investments’s PacWest Bancorp PACW Stock Holding History

Disciplined Investments’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23
Closed -$528 – 1712
2022
Q4 		$528 Sell
23
-6
-21% -$146 ﹤0.01% 1177
2022
Q3 		$1K Buy
+29
New +$780 ﹤0.01% 1168
2022
Q2 		– Sell
-25
Closed -$1K – 1708
2022
Q1 		$1K Buy
+25
New +$1.18K ﹤0.01% 1281

Other funds holding PACW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Disciplined Investments's PACW Position: Q1 2023 in Review

Disciplined Investments sold out of PacWest Bancorp (PACW) in Q1 2023, closing a stake of 23 shares — an estimated $528 sold.

Disciplined Investments first reported a position in PACW in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 276 funds tracked by Wall St. Rank hold PACW as of Q1 2023.

  • Disciplined Investments reported no remaining PacWest Bancorp position as of Q1 2023 after selling out during the quarter.
  • Disciplined Investments sold 23 PacWest Bancorp shares in Q1 2023, an estimated $528.
  • Disciplined Investments first reported a position in PacWest Bancorp in Q1 2022 and held it in 3 quarters.
  • Disciplined Investments's PacWest Bancorp position peaked at $1K in Q3 2022.
  • 276 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2023.

Based on Disciplined Investments's 13F filing for Q1 2023, filed 10 May 2023.