Disciplined Investments’s UiPath PATH Stock Holding History

Disciplined Investments’s Portfolio PATH Stock Details PATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9	Closed	-$149	–	1130
2023 Q2	$149	Buy	+9	New	+$144	﹤0.01%	1551

Other funds holding PATH

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

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

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Disciplined Investments's PATH Position: Q3 2023 in Review

Disciplined Investments sold out of UiPath (PATH) in Q3 2023, closing a stake of 9 shares — an estimated $149 sold.

Disciplined Investments first reported a position in PATH in Q2 2023 and held it in 1 quarter. The position peaked at $149 in Q2 2023. 417 funds tracked by Wall St. Rank hold PATH as of Q3 2023.

Disciplined Investments reported no remaining UiPath position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 9 UiPath shares in Q3 2023, an estimated $149.
Disciplined Investments first reported a position in UiPath in Q2 2023 and held it in 1 quarter.
Disciplined Investments's UiPath position peaked at $149 in Q2 2023.
417 funds tracked by Wall St. Rank held UiPath as of Q3 2023.

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