DI
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Disciplined Investments’s Spire SR Stock Holding History

Disciplined Investments’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8
Closed -$508 – 1344
2023
Q2 		$508 Hold
8
– – ﹤0.01% 1221
2023
Q1 		$561 Hold
8
– – ﹤0.01% 1195
2022
Q4 		$551 Sell
8
-1
-11% -$68 ﹤0.01% 1155
2022
Q3 		$1K Sell
9
-1
-10% -$71 ﹤0.01% 1084
2022
Q2 		$1K Buy
10
+4
+67% +$301 ﹤0.01% 1111
2022
Q1 		$0 Buy
+6
New +$398 ﹤0.01% 1608

Other funds holding SR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Disciplined Investments's SR Position: Q3 2023 in Review

Disciplined Investments sold out of Spire (SR) in Q3 2023, closing a stake of 8 shares — an estimated $508 sold.

Disciplined Investments first reported a position in SR in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 280 funds tracked by Wall St. Rank hold SR as of Q3 2023.

  • Disciplined Investments reported no remaining Spire position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Spire shares in Q3 2023, an estimated $508.
  • Disciplined Investments first reported a position in Spire in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Spire position peaked at $1K in Q3 2022.
  • 280 funds tracked by Wall St. Rank held Spire as of Q3 2023.

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