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Disciplined Investments’s Texas Pacific Land TPL Stock Holding History

Disciplined Investments’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9
Closed -$1.7K – 1724
2023
Q1 		$1.7K Hold
9
– – ﹤0.01% 735
2022
Q4 		$2.34K Buy
+9
New +$2.38K ﹤0.01% 574

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Disciplined Investments's TPL Position: Q2 2023 in Review

Disciplined Investments sold out of Texas Pacific Land (TPL) in Q2 2023, closing a stake of 9 shares — an estimated $1.7K sold.

Disciplined Investments first reported a position in TPL in Q4 2022 and held it in 2 quarters. The position peaked at $2.34K in Q4 2022. 430 funds tracked by Wall St. Rank hold TPL as of Q2 2023.

  • Disciplined Investments reported no remaining Texas Pacific Land position as of Q2 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 Texas Pacific Land shares in Q2 2023, an estimated $1.7K.
  • Disciplined Investments first reported a position in Texas Pacific Land in Q4 2022 and held it in 2 quarters.
  • Disciplined Investments's Texas Pacific Land position peaked at $2.34K in Q4 2022.
  • 430 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.