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Disciplined Investments’s Rush Enterprises Class A RUSHA Stock Holding History

Disciplined Investments’s Portfolio RUSHA Stock Details RUSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-18
Closed -$729 – 1259
2023
Q2 		$729 Hold
18
– – ﹤0.01% 1088
2023
Q1 		$655 Hold
18
– – ﹤0.01% 1146
2022
Q4 		$627 Hold
18
– – ﹤0.01% 1104
2022
Q3 		$1K Sell
18
-2
-10% -$64 ﹤0.01% 1063
2022
Q2 		$1K Buy
20
+3
+18% +$100 ﹤0.01% 1087
2022
Q1 		$1K Buy
+17
New +$597 ﹤0.01% 1155

Other funds holding RUSHA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Disciplined Investments's RUSHA Position: Q3 2023 in Review

Disciplined Investments sold out of Rush Enterprises Class A (RUSHA) in Q3 2023, closing a stake of 18 shares — an estimated $729 sold.

Disciplined Investments first reported a position in RUSHA in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 239 funds tracked by Wall St. Rank hold RUSHA as of Q3 2023.

  • Disciplined Investments reported no remaining Rush Enterprises Class A position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 18 Rush Enterprises Class A shares in Q3 2023, an estimated $729.
  • Disciplined Investments first reported a position in Rush Enterprises Class A in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Rush Enterprises Class A position peaked at $1K in Q3 2022.
  • 239 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q3 2023.

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