Disciplined Investments’s Permian Resources PR Stock Holding History

Disciplined Investments’s Portfolio PR Stock Details PR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-35	Closed	-$384	–	1185
2023 Q2	$384	Sell	35 -2	-5%	-$20	﹤0.01%	1327
2023 Q1	$389	Buy	37 +11	+42%	+$112	﹤0.01%	1308
2022 Q4	$244	Hold	26	–	–	﹤0.01%	1391
2022 Q3	$0	Buy	26 +14	+117%	+$97	﹤0.01%	1520
2022 Q2	$0	Buy	12 +7	+140%	+$56	﹤0.01%	1537
2022 Q1	$0	Sell	5 -541	-99%	-$4.27K	﹤0.01%	1554
2021 Q4	$3K	Hold	546	–	–	﹤0.01%	423
2021 Q3	$4K	Hold	546	–	–	﹤0.01%	357
2021 Q2	$4K	Hold	546	–	–	﹤0.01%	346
2021 Q1	$2K	Hold	546	–	–	﹤0.01%	340
2020 Q4	$1K	Hold	546	–	–	﹤0.01%	305
2020 Q3	$0	Hold	546	–	–	﹤0.01%	437
2020 Q2	$0	Hold	546	–	–	﹤0.01%	434
2020 Q1	$0	Hold	546	–	–	﹤0.01%	458
2019 Q4	$3K	Buy	+546	New	+$2K	﹤0.01%	365

Other funds holding PR

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Disciplined Investments's PR Position: Q3 2023 in Review

Disciplined Investments sold out of Permian Resources (PR) in Q3 2023, closing a stake of 35 shares — an estimated $384 sold.

Disciplined Investments first reported a position in PR in Q4 2019 and held it in 15 quarters. The position peaked at $4K in Q3 2021. 329 funds tracked by Wall St. Rank hold PR as of Q3 2023.

Disciplined Investments reported no remaining Permian Resources position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 35 Permian Resources shares in Q3 2023, an estimated $384.
Disciplined Investments first reported a position in Permian Resources in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Permian Resources position peaked at $4K in Q3 2021.
329 funds tracked by Wall St. Rank held Permian Resources as of Q3 2023.

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