DI
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Disciplined Investments’s Piper Sandler PIPR Stock Holding History

Disciplined Investments’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16
Closed -$517 – 1159
2023
Q2 		$517 Sell
16
-8
-33% -$264 ﹤0.01% 1216
2023
Q1 		$832 Hold
24
– – ﹤0.01% 1041
2022
Q4 		$781 Buy
24
+12
+100% +$392 ﹤0.01% 1004
2022
Q3 		$0 Sell
12
-4
-25% -$116 ﹤0.01% 1512
2022
Q2 		$0 Hold
16
– – ﹤0.01% 1528
2022
Q1 		$1K Buy
+16
New +$589 ﹤0.01% 1125

Other funds holding PIPR

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Disciplined Investments's PIPR Position: Q3 2023 in Review

Disciplined Investments sold out of Piper Sandler (PIPR) in Q3 2023, closing a stake of 16 shares — an estimated $517 sold.

Disciplined Investments first reported a position in PIPR in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 240 funds tracked by Wall St. Rank hold PIPR as of Q3 2023.

  • Disciplined Investments reported no remaining Piper Sandler position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 Piper Sandler shares in Q3 2023, an estimated $517.
  • Disciplined Investments first reported a position in Piper Sandler in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Piper Sandler position peaked at $1K in Q1 2022.
  • 240 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2023.

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