DI
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Disciplined Investments’s Stewart Information Services STC Stock Holding History

Disciplined Investments’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2
Closed -$82 – 1351
2023
Q2 		$82 Hold
2
– – ﹤0.01% 1616
2023
Q1 		$81 Hold
2
– – ﹤0.01% 1599
2022
Q4 		$85 Hold
2
– – ﹤0.01% 1545
2022
Q3 		$0 Buy
+2
New +$102 ﹤0.01% 1598
2022
Q2 		– Sell
-2
Closed -$107 – 1607
2022
Q1 		$0 Buy
+2
New +$139 ﹤0.01% 1610

Other funds holding STC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Disciplined Investments's STC Position: Q3 2023 in Review

Disciplined Investments sold out of Stewart Information Services (STC) in Q3 2023, closing a stake of 2 shares — an estimated $82 sold.

Disciplined Investments first reported a position in STC in Q1 2022 and held it in 5 quarters. The position peaked at $85 in Q4 2022. 187 funds tracked by Wall St. Rank hold STC as of Q3 2023.

  • Disciplined Investments reported no remaining Stewart Information Services position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 Stewart Information Services shares in Q3 2023, an estimated $82.
  • Disciplined Investments first reported a position in Stewart Information Services in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's Stewart Information Services position peaked at $85 in Q4 2022.
  • 187 funds tracked by Wall St. Rank held Stewart Information Services as of Q3 2023.

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