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Disciplined Investments’s Gibraltar Industries ROCK Stock Holding History

Disciplined Investments’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6
Closed -$378 – 1242
2023
Q2 		$378 Hold
6
– – ﹤0.01% 1332
2023
Q1 		$291 Buy
6
+1
+20% +$51 ﹤0.01% 1408
2022
Q4 		$229 Buy
5
+1
+25% +$48 ﹤0.01% 1409
2022
Q3 		$0 Sell
4
-3
-43% -$128 ﹤0.01% 1552
2022
Q2 		$0 Buy
7
+2
+40% +$82 ﹤0.01% 1567
2022
Q1 		$0 Buy
+5
New +$263 ﹤0.01% 1576

Other funds holding ROCK

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's ROCK Position: Q3 2023 in Review

Disciplined Investments sold out of Gibraltar Industries (ROCK) in Q3 2023, closing a stake of 6 shares — an estimated $378 sold.

Disciplined Investments first reported a position in ROCK in Q1 2022 and held it in 6 quarters. The position peaked at $378 in Q2 2023. 257 funds tracked by Wall St. Rank hold ROCK as of Q3 2023.

  • Disciplined Investments reported no remaining Gibraltar Industries position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Gibraltar Industries shares in Q3 2023, an estimated $378.
  • Disciplined Investments first reported a position in Gibraltar Industries in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Gibraltar Industries position peaked at $378 in Q2 2023.
  • 257 funds tracked by Wall St. Rank held Gibraltar Industries as of Q3 2023.

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