DI
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Disciplined Investments’s TFS Financial TFSL Stock Holding History

Disciplined Investments’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25
Closed -$314 – 1390
2023
Q2 		$314 Buy
25
+4
+19% +$48 ﹤0.01% 1380
2023
Q1 		$265 Buy
21
+1
+5% +$14 ﹤0.01% 1436
2022
Q4 		$288 Sell
20
-1
-5% -$14 ﹤0.01% 1348
2022
Q3 		$0 Buy
21
+1
+5% +$14 ﹤0.01% 1610
2022
Q2 		$0 Sell
20
-2
-9% -$29 ﹤0.01% 1615
2022
Q1 		$0 Buy
+22
New +$378 ﹤0.01% 1615

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Disciplined Investments's TFSL Position: Q3 2023 in Review

Disciplined Investments sold out of TFS Financial (TFSL) in Q3 2023, closing a stake of 25 shares — an estimated $314 sold.

Disciplined Investments first reported a position in TFSL in Q1 2022 and held it in 6 quarters. The position peaked at $314 in Q2 2023. 139 funds tracked by Wall St. Rank hold TFSL as of Q3 2023.

  • Disciplined Investments reported no remaining TFS Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 25 TFS Financial shares in Q3 2023, an estimated $314.
  • Disciplined Investments first reported a position in TFS Financial in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's TFS Financial position peaked at $314 in Q2 2023.
  • 139 funds tracked by Wall St. Rank held TFS Financial as of Q3 2023.

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