DI
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Disciplined Investments’s Spotify SPOT Stock Holding History

Disciplined Investments’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6
Closed -$963 – 1340
2023
Q2 		$963 Hold
6
– – ﹤0.01% 981
2023
Q1 		$802 Buy
6
+2
+50% +$229 ﹤0.01% 1060
2022
Q4 		$316 Hold
4
– – ﹤0.01% 1323
2022
Q3 		$0 Sell
4
-1
-20% -$107 ﹤0.01% 1593
2022
Q2 		$0 Buy
5
+1
+25% +$113 ﹤0.01% 1603
2022
Q1 		$1K Buy
+4
New +$683 ﹤0.01% 1178

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return

Disciplined Investments's SPOT Position: Q3 2023 in Review

Disciplined Investments sold out of Spotify (SPOT) in Q3 2023, closing a stake of 6 shares — an estimated $963 sold.

Disciplined Investments first reported a position in SPOT in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 553 funds tracked by Wall St. Rank hold SPOT as of Q3 2023.

  • Disciplined Investments reported no remaining Spotify position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 6 Spotify shares in Q3 2023, an estimated $963.
  • Disciplined Investments first reported a position in Spotify in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Spotify position peaked at $1K in Q1 2022.
  • 553 funds tracked by Wall St. Rank held Spotify as of Q3 2023.

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