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Disciplined Investments’s TriCo Bancshares TCBK Stock Holding History

Disciplined Investments’s Portfolio TCBK Stock Details TCBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$33 – 1375
2023
Q2 		$33 Hold
1
– – ﹤0.01% 1679
2023
Q1 		$42 Buy
+1
New +$48 ﹤0.01% 1644

Other funds holding TCBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's TCBK Position: Q3 2023 in Review

Disciplined Investments sold out of TriCo Bancshares (TCBK) in Q3 2023, closing a stake of 1 share — an estimated $33 sold.

Disciplined Investments first reported a position in TCBK in Q1 2023 and held it in 2 quarters. The position peaked at $42 in Q1 2023. 132 funds tracked by Wall St. Rank hold TCBK as of Q3 2023.

  • Disciplined Investments reported no remaining TriCo Bancshares position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1 TriCo Bancshares share in Q3 2023, an estimated $33.
  • Disciplined Investments first reported a position in TriCo Bancshares in Q1 2023 and held it in 2 quarters.
  • Disciplined Investments's TriCo Bancshares position peaked at $42 in Q1 2023.
  • 132 funds tracked by Wall St. Rank held TriCo Bancshares as of Q3 2023.

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