DI
SPR

Disciplined Investments’s Spirit AeroSystems SPR Stock Holding History

Disciplined Investments’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5
Closed -$146 – 1341
2023
Q2 		$146 Buy
5
+2
+67% +$58 ﹤0.01% 1553
2023
Q1 		$104 Buy
+3
New +$101 ﹤0.01% 1574

Other funds holding SPR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Disciplined Investments's SPR Position: Q3 2023 in Review

Disciplined Investments sold out of Spirit AeroSystems (SPR) in Q3 2023, closing a stake of 5 shares — an estimated $146 sold.

Disciplined Investments first reported a position in SPR in Q1 2023 and held it in 2 quarters. The position peaked at $146 in Q2 2023. 254 funds tracked by Wall St. Rank hold SPR as of Q3 2023.

  • Disciplined Investments reported no remaining Spirit AeroSystems position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Spirit AeroSystems shares in Q3 2023, an estimated $146.
  • Disciplined Investments first reported a position in Spirit AeroSystems in Q1 2023 and held it in 2 quarters.
  • Disciplined Investments's Spirit AeroSystems position peaked at $146 in Q2 2023.
  • 254 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q3 2023.

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