DI
TWO

Disciplined Investments’s Two Harbors Investment TWO Stock Holding History

Disciplined Investments’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,033
Closed -$192K – 1726
2023
Q1 		$192K Buy
+13,033
New +$212K 0.08% 131
2022
Q4 		– Sell
-13,034
Closed -$173K – 1697
2022
Q3 		$173K Hold
13,034
– – 0.08% 132
2022
Q2 		$260K Buy
13,034
+2,308
+22% +$46.7K 0.12% 119
2022
Q1 		$237K Hold
10,726
– – 0.1% 117
2021
Q4 		$248K Hold
10,726
– – 0.11% 109
2021
Q3 		$272K Hold
10,726
– – 0.13% 103
2021
Q2 		$324K Buy
10,726
+3,474
+48% +$103K 0.17% 97
2021
Q1 		$213K Buy
+7,252
New +$199K 0.13% 104

Other funds holding TWO

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Disciplined Investments's TWO Position: Q2 2023 in Review

Disciplined Investments sold out of Two Harbors Investment (TWO) in Q2 2023, closing a stake of 13,033 shares — an estimated $192K sold.

Disciplined Investments first reported a position in TWO in Q1 2021 and held it in 8 quarters. The position peaked at $324K in Q2 2021. 191 funds tracked by Wall St. Rank hold TWO as of Q2 2023.

  • Disciplined Investments reported no remaining Two Harbors Investment position as of Q2 2023 after selling out during the quarter.
  • Disciplined Investments sold 13,033 Two Harbors Investment shares in Q2 2023, an estimated $192K.
  • Disciplined Investments first reported a position in Two Harbors Investment in Q1 2021 and held it in 8 quarters.
  • Disciplined Investments's Two Harbors Investment position peaked at $324K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2023.

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