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Disciplined Investments’s WD-40 WDFC Stock Holding History

Disciplined Investments’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2
Closed -$377 – 1539
2023
Q2 		$377 Sell
2
-1
-33% -$189 ﹤0.01% 1334
2023
Q1 		$534 Buy
3
+1
+50% +$173 ﹤0.01% 1206
2022
Q4 		$322 Hold
2
– – ﹤0.01% 1316
2022
Q3 		$0 Sell
2
-1
-33% -$187 ﹤0.01% 1647
2022
Q2 		$1K Buy
3
+1
+50% +$187 ﹤0.01% 1165
2022
Q1 		$0 Buy
+2
New +$427 ﹤0.01% 1645
2020
Q3 		– Sell
-203
Closed -$40K – 447
2020
Q2 		$40K Hold
203
– – 0.03% 183
2020
Q1 		$41K Hold
203
– – 0.04% 170
2019
Q4 		$39K Buy
+203
New +$38.3K 0.03% 181

Other funds holding WDFC

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's WDFC Position: Q3 2023 in Review

Disciplined Investments sold out of WD-40 (WDFC) in Q3 2023, closing a stake of 2 shares — an estimated $377 sold.

Disciplined Investments first reported a position in WDFC in Q4 2019 and held it in 9 quarters. The position peaked at $41K in Q1 2020. 306 funds tracked by Wall St. Rank hold WDFC as of Q3 2023.

  • Disciplined Investments reported no remaining WD-40 position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 WD-40 shares in Q3 2023, an estimated $377.
  • Disciplined Investments first reported a position in WD-40 in Q4 2019 and held it in 9 quarters.
  • Disciplined Investments's WD-40 position peaked at $41K in Q1 2020.
  • 306 funds tracked by Wall St. Rank held WD-40 as of Q3 2023.

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