Disciplined Investments’s Tidewater TDW Stock Holding History

Disciplined Investments’s Portfolio TDW Stock Details TDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3	Closed	-$166	–	1380
2023 Q2	$166	Hold	3	–	–	﹤0.01%	1528
2023 Q1	$132	Buy	+3	New	+$129	﹤0.01%	1547

Other funds holding TDW

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Disciplined Investments's TDW Position: Q3 2023 in Review

Disciplined Investments sold out of Tidewater (TDW) in Q3 2023, closing a stake of 3 shares — an estimated $166 sold.

Disciplined Investments first reported a position in TDW in Q1 2023 and held it in 2 quarters. The position peaked at $166 in Q2 2023. 264 funds tracked by Wall St. Rank hold TDW as of Q3 2023.

Disciplined Investments reported no remaining Tidewater position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 3 Tidewater shares in Q3 2023, an estimated $166.
Disciplined Investments first reported a position in Tidewater in Q1 2023 and held it in 2 quarters.
Disciplined Investments's Tidewater position peaked at $166 in Q2 2023.
264 funds tracked by Wall St. Rank held Tidewater as of Q3 2023.

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