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Disciplined Investments’s Shenandoah Telecom SHEN Stock Holding History

Disciplined Investments’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10
Closed – – 1687
2022
Q3 		$0 Sell
10
-1
-9% -$21 ﹤0.01% 1576
2022
Q2 		$0 Buy
11
+2
+22% +$45 ﹤0.01% 1587
2022
Q1 		$0 Buy
+9
New +$203 ﹤0.01% 1592

Other funds holding SHEN

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
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Disciplined Investments's SHEN Position: Q4 2022 in Review

Disciplined Investments sold out of Shenandoah Telecom (SHEN) in Q4 2022, closing a stake of 10 shares.

Disciplined Investments first reported a position in SHEN in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 137 funds tracked by Wall St. Rank hold SHEN as of Q4 2022.

  • Disciplined Investments reported no remaining Shenandoah Telecom position as of Q4 2022 after selling out during the quarter.
  • Disciplined Investments sold 10 Shenandoah Telecom shares in Q4 2022.
  • Disciplined Investments first reported a position in Shenandoah Telecom in Q1 2022 and held it in 3 quarters.
  • Disciplined Investments's Shenandoah Telecom position peaked at $0 in Q3 2022.
  • 137 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.