DI
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Disciplined Investments’s Telephone and Data Systems TDS Stock Holding History

Disciplined Investments’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20
Closed -$165 – 1379
2023
Q2 		$165 Sell
20
-3
-13% -$25 ﹤0.01% 1530
2023
Q1 		$242 Buy
23
+18
+360% +$210 ﹤0.01% 1450
2022
Q4 		$52 Sell
5
-14
-74% -$173 ﹤0.01% 1588
2022
Q3 		$0 Buy
19
+2
+12% +$32 ﹤0.01% 1606
2022
Q2 		$0 Sell
17
-6
-26% -$107 ﹤0.01% 1611
2022
Q1 		$0 Buy
+23
New +$445 ﹤0.01% 1612

Other funds holding TDS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Disciplined Investments's TDS Position: Q3 2023 in Review

Disciplined Investments sold out of Telephone and Data Systems (TDS) in Q3 2023, closing a stake of 20 shares — an estimated $165 sold.

Disciplined Investments first reported a position in TDS in Q1 2022 and held it in 6 quarters. The position peaked at $242 in Q1 2023. 258 funds tracked by Wall St. Rank hold TDS as of Q3 2023.

  • Disciplined Investments reported no remaining Telephone and Data Systems position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 20 Telephone and Data Systems shares in Q3 2023, an estimated $165.
  • Disciplined Investments first reported a position in Telephone and Data Systems in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Telephone and Data Systems position peaked at $242 in Q1 2023.
  • 258 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2023.

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