DI
PINC

Disciplined Investments’s Premier PINC Stock Holding History

Disciplined Investments’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21
Closed -$581 – 1158
2023
Q2 		$581 Hold
21
– – ﹤0.01% 1174
2023
Q1 		$680 Sell
21
-12
-36% -$393 ﹤0.01% 1130
2022
Q4 		$1.15K Hold
33
– – ﹤0.01% 843
2022
Q3 		$1K Buy
33
+4
+14% +$146 ﹤0.01% 1034
2022
Q2 		$1K Buy
29
+2
+7% +$73 ﹤0.01% 1062
2022
Q1 		$1K Buy
+27
New +$1K ﹤0.01% 1124

Other funds holding PINC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return