DI
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Disciplined Investments’s Trade Desk TTD Stock Holding History

Disciplined Investments’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12
Closed -$927 – 1433
2023
Q2 		$927 Hold
12
– – ﹤0.01% 1004
2023
Q1 		$731 Buy
12
+2
+20% +$106 ﹤0.01% 1099
2022
Q4 		$448 Sell
10
-1
-9% -$51 ﹤0.01% 1220
2022
Q3 		$1K Buy
11
+2
+22% +$114 ﹤0.01% 1104
2022
Q2 		$0 Hold
9
– – ﹤0.01% 1628
2022
Q1 		$1K Buy
+9
New +$650 ﹤0.01% 1202
2021
Q2 		– Sell
-10
Closed -$1K – 443
2021
Q1 		$1K Buy
+10
New +$773 ﹤0.01% 377

Other funds holding TTD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's TTD Position: Q3 2023 in Review

Disciplined Investments sold out of Trade Desk (TTD) in Q3 2023, closing a stake of 12 shares — an estimated $927 sold.

Disciplined Investments first reported a position in TTD in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 897 funds tracked by Wall St. Rank hold TTD as of Q3 2023.

  • Disciplined Investments reported no remaining Trade Desk position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 Trade Desk shares in Q3 2023, an estimated $927.
  • Disciplined Investments first reported a position in Trade Desk in Q1 2021 and held it in 7 quarters.
  • Disciplined Investments's Trade Desk position peaked at $1K in Q3 2022.
  • 897 funds tracked by Wall St. Rank held Trade Desk as of Q3 2023.

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