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	–	1157
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Disciplined Investments's PINC Position: Q3 2023 in Review

Disciplined Investments sold out of Premier (PINC) in Q3 2023, closing a stake of 21 shares — an estimated $581 sold.

Disciplined Investments first reported a position in PINC in Q1 2022 and held it in 6 quarters. The position peaked at $1.15K in Q4 2022. 268 funds tracked by Wall St. Rank hold PINC as of Q3 2023.

Disciplined Investments reported no remaining Premier position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 21 Premier shares in Q3 2023, an estimated $581.
Disciplined Investments first reported a position in Premier in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Premier position peaked at $1.15K in Q4 2022.
268 funds tracked by Wall St. Rank held Premier as of Q3 2023.

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