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Disciplined Investments’s Patrick Industries PATK Stock Holding History

Disciplined Investments’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3
Closed -$160 – 1131
2023
Q2 		$160 Hold
3
– – ﹤0.01% 1536
2023
Q1 		$138 Hold
3
– – ﹤0.01% 1541
2022
Q4 		$121 Buy
3
+1
+50% +$35 ﹤0.01% 1513
2022
Q3 		$0 Sell
2
-1
-33% -$36 ﹤0.01% 1506
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1522
2022
Q1 		$0 Buy
+3
New +$138 ﹤0.01% 1545

Other funds holding PATK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Disciplined Investments's PATK Position: Q3 2023 in Review

Disciplined Investments sold out of Patrick Industries (PATK) in Q3 2023, closing a stake of 3 shares — an estimated $160 sold.

Disciplined Investments first reported a position in PATK in Q1 2022 and held it in 6 quarters. The position peaked at $160 in Q2 2023. 235 funds tracked by Wall St. Rank hold PATK as of Q3 2023.

  • Disciplined Investments reported no remaining Patrick Industries position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 Patrick Industries shares in Q3 2023, an estimated $160.
  • Disciplined Investments first reported a position in Patrick Industries in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Patrick Industries position peaked at $160 in Q2 2023.
  • 235 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2023.

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