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Disciplined Investments’s West Pharmaceutical WST Stock Holding History

Disciplined Investments’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8
Closed -$3.06K – 1570
2023
Q2 		$3.06K Hold
8
– – ﹤0.01% 518
2023
Q1 		$2.77K Buy
8
+4
+100% +$1.17K ﹤0.01% 549
2022
Q4 		$941 Sell
4
-4
-50% -$948 ﹤0.01% 933
2022
Q3 		$2K Hold
8
– – ﹤0.01% 745
2022
Q2 		$2K Buy
8
+1
+14% +$325 ﹤0.01% 763
2022
Q1 		$3K Buy
+7
New +$2.74K ﹤0.01% 617

Other funds holding WST

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Disciplined Investments's WST Position: Q3 2023 in Review

Disciplined Investments sold out of West Pharmaceutical (WST) in Q3 2023, closing a stake of 8 shares — an estimated $3.06K sold.

Disciplined Investments first reported a position in WST in Q1 2022 and held it in 6 quarters. The position peaked at $3.06K in Q2 2023. 757 funds tracked by Wall St. Rank hold WST as of Q3 2023.

  • Disciplined Investments reported no remaining West Pharmaceutical position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 West Pharmaceutical shares in Q3 2023, an estimated $3.06K.
  • Disciplined Investments first reported a position in West Pharmaceutical in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's West Pharmaceutical position peaked at $3.06K in Q2 2023.
  • 757 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2023.

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