DI
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Disciplined Investments’s Wyndham Hotels & Resorts WH Stock Holding History

Disciplined Investments’s Portfolio WH Stock Details WH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14
Closed -$960 – 1548
2023
Q2 		$960 Buy
14
+2
+17% +$137 ﹤0.01% 984
2023
Q1 		$814 Sell
12
-1
-8% -$74 ﹤0.01% 1050
2022
Q4 		$927 Sell
13
-2
-13% -$141 ﹤0.01% 939
2022
Q3 		$1K Buy
15
+7
+88% +$469 ﹤0.01% 1134
2022
Q2 		$1K Sell
8
-4
-33% -$315 ﹤0.01% 1167
2022
Q1 		$1K Buy
+12
New +$1.02K ﹤0.01% 1237

Other funds holding WH

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's WH Position: Q3 2023 in Review

Disciplined Investments sold out of Wyndham Hotels & Resorts (WH) in Q3 2023, closing a stake of 14 shares — an estimated $960 sold.

Disciplined Investments first reported a position in WH in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 376 funds tracked by Wall St. Rank hold WH as of Q3 2023.

  • Disciplined Investments reported no remaining Wyndham Hotels & Resorts position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 14 Wyndham Hotels & Resorts shares in Q3 2023, an estimated $960.
  • Disciplined Investments first reported a position in Wyndham Hotels & Resorts in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Wyndham Hotels & Resorts position peaked at $1K in Q3 2022.
  • 376 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2023.

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