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Disciplined Investments’s Prosperity Bancshares PB Stock Holding History

Disciplined Investments’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19
Closed -$1.07K – 1134
2023
Q2 		$1.07K Buy
19
+2
+12% +$119 ﹤0.01% 936
2023
Q1 		$1.05K Sell
17
-3
-15% -$214 ﹤0.01% 931
2022
Q4 		$1.45K Sell
20
-4
-17% -$289 ﹤0.01% 737
2022
Q3 		$2K Buy
24
+1
+4% +$71 ﹤0.01% 697
2022
Q2 		$2K Buy
23
+4
+21% +$275 ﹤0.01% 715
2022
Q1 		$1K Buy
+19
New +$1.4K ﹤0.01% 1118

Other funds holding PB

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Disciplined Investments's PB Position: Q3 2023 in Review

Disciplined Investments sold out of Prosperity Bancshares (PB) in Q3 2023, closing a stake of 19 shares — an estimated $1.07K sold.

Disciplined Investments first reported a position in PB in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 298 funds tracked by Wall St. Rank hold PB as of Q3 2023.

  • Disciplined Investments reported no remaining Prosperity Bancshares position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 19 Prosperity Bancshares shares in Q3 2023, an estimated $1.07K.
  • Disciplined Investments first reported a position in Prosperity Bancshares in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Prosperity Bancshares position peaked at $2K in Q3 2022.
  • 298 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2023.

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