DI
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Disciplined Investments’s RXO RXO Stock Holding History

Disciplined Investments’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21
Closed -$476 – 1264
2023
Q2 		$476 Hold
21
– – ﹤0.01% 1246
2023
Q1 		$412 Buy
21
+3
+17% +$58 ﹤0.01% 1293
2022
Q4 		$310 Buy
+18
New +$319 ﹤0.01% 1331

Other funds holding RXO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Disciplined Investments's RXO Position: Q3 2023 in Review

Disciplined Investments sold out of RXO (RXO) in Q3 2023, closing a stake of 21 shares — an estimated $476 sold.

Disciplined Investments first reported a position in RXO in Q4 2022 and held it in 3 quarters. The position peaked at $476 in Q2 2023. 251 funds tracked by Wall St. Rank hold RXO as of Q3 2023.

  • Disciplined Investments reported no remaining RXO position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 21 RXO shares in Q3 2023, an estimated $476.
  • Disciplined Investments first reported a position in RXO in Q4 2022 and held it in 3 quarters.
  • Disciplined Investments's RXO position peaked at $476 in Q2 2023.
  • 251 funds tracked by Wall St. Rank held RXO as of Q3 2023.

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