DI
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Disciplined Investments’s Selective Insurance SIGI Stock Holding History

Disciplined Investments’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13
Closed -$1.25K – 1305
2023
Q2 		$1.25K Sell
13
-2
-13% -$197 ﹤0.01% 867
2023
Q1 		$1.43K Buy
15
+2
+15% +$191 ﹤0.01% 814
2022
Q4 		$1.15K Hold
13
– – ﹤0.01% 844
2022
Q3 		$1K Buy
13
+2
+18% +$163 ﹤0.01% 1073
2022
Q2 		$1K Sell
11
-1
-8% -$81 ﹤0.01% 1097
2022
Q1 		$1K Buy
+12
New +$976 ﹤0.01% 1166

Other funds holding SIGI

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Disciplined Investments's SIGI Position: Q3 2023 in Review

Disciplined Investments sold out of Selective Insurance (SIGI) in Q3 2023, closing a stake of 13 shares — an estimated $1.25K sold.

Disciplined Investments first reported a position in SIGI in Q1 2022 and held it in 6 quarters. The position peaked at $1.43K in Q1 2023. 298 funds tracked by Wall St. Rank hold SIGI as of Q3 2023.

  • Disciplined Investments reported no remaining Selective Insurance position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 13 Selective Insurance shares in Q3 2023, an estimated $1.25K.
  • Disciplined Investments first reported a position in Selective Insurance in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Selective Insurance position peaked at $1.43K in Q1 2023.
  • 298 funds tracked by Wall St. Rank held Selective Insurance as of Q3 2023.

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