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Disciplined Investments’s Reliance Steel & Aluminium RS Stock Holding History

Disciplined Investments’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16
Closed -$4.34K – 1253
2023
Q2 		$4.34K Hold
16
– – ﹤0.01% 438
2023
Q1 		$4.11K Hold
16
– – ﹤0.01% 466
2022
Q4 		$3.24K Sell
16
-2
-11% -$398 ﹤0.01% 477
2022
Q3 		$3K Hold
18
– – ﹤0.01% 547
2022
Q2 		$3K Buy
18
+2
+13% +$374 ﹤0.01% 574
2022
Q1 		$3K Buy
+16
New +$2.77K ﹤0.01% 604

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Disciplined Investments's RS Position: Q3 2023 in Review

Disciplined Investments sold out of Reliance Steel & Aluminium (RS) in Q3 2023, closing a stake of 16 shares — an estimated $4.34K sold.

Disciplined Investments first reported a position in RS in Q1 2022 and held it in 6 quarters. The position peaked at $4.34K in Q2 2023. 531 funds tracked by Wall St. Rank hold RS as of Q3 2023.

  • Disciplined Investments reported no remaining Reliance Steel & Aluminium position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 Reliance Steel & Aluminium shares in Q3 2023, an estimated $4.34K.
  • Disciplined Investments first reported a position in Reliance Steel & Aluminium in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Reliance Steel & Aluminium position peaked at $4.34K in Q2 2023.
  • 531 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q3 2023.

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