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Disciplined Investments’s Parsons PSN Stock Holding History

Disciplined Investments’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-18
Closed -$867 – 1196
2023
Q2 		$867 Hold
18
– – ﹤0.01% 1026
2023
Q1 		$805 Sell
18
-1
-5% -$44 ﹤0.01% 1055
2022
Q4 		$879 Hold
19
– – ﹤0.01% 955
2022
Q3 		$1K Hold
19
– – ﹤0.01% 1047
2022
Q2 		$1K Buy
19
+5
+36% +$192 ﹤0.01% 1072
2022
Q1 		$1K Buy
+14
New +$477 ﹤0.01% 1136

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's PSN Position: Q3 2023 in Review

Disciplined Investments sold out of Parsons (PSN) in Q3 2023, closing a stake of 18 shares — an estimated $867 sold.

Disciplined Investments first reported a position in PSN in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 238 funds tracked by Wall St. Rank hold PSN as of Q3 2023.

  • Disciplined Investments reported no remaining Parsons position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 18 Parsons shares in Q3 2023, an estimated $867.
  • Disciplined Investments first reported a position in Parsons in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Parsons position peaked at $1K in Q3 2022.
  • 238 funds tracked by Wall St. Rank held Parsons as of Q3 2023.

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