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Disciplined Investments’s Plexus PLXS Stock Holding History

Disciplined Investments’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7
Closed -$688 – 1170
2023
Q2 		$688 Hold
7
– – ﹤0.01% 1111
2023
Q1 		$683 Sell
7
-2
-22% -$201 ﹤0.01% 1128
2022
Q4 		$926 Hold
9
– – ﹤0.01% 940
2022
Q3 		$1K Hold
9
– – ﹤0.01% 1036
2022
Q2 		$1K Buy
9
+3
+50% +$243 ﹤0.01% 1063
2022
Q1 		$0 Buy
+6
New +$500 ﹤0.01% 1553

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Disciplined Investments's PLXS Position: Q3 2023 in Review

Disciplined Investments sold out of Plexus (PLXS) in Q3 2023, closing a stake of 7 shares — an estimated $688 sold.

Disciplined Investments first reported a position in PLXS in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 242 funds tracked by Wall St. Rank hold PLXS as of Q3 2023.

  • Disciplined Investments reported no remaining Plexus position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Plexus shares in Q3 2023, an estimated $688.
  • Disciplined Investments first reported a position in Plexus in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Plexus position peaked at $1K in Q3 2022.
  • 242 funds tracked by Wall St. Rank held Plexus as of Q3 2023.

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