DI
XYZ

Disciplined Investments’s Block Inc XYZ Stock Holding History

Disciplined Investments’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-72
Closed -$4.79K – 1622
2023
Q2 		$4.79K Buy
72
+3
+4% +$187 ﹤0.01% 429
2023
Q1 		$4.74K Buy
69
+7
+11% +$524 ﹤0.01% 447
2022
Q4 		$3.9K Sell
62
-2
-3% -$123 ﹤0.01% 440
2022
Q3 		$4K Sell
64
-5
-7% -$354 ﹤0.01% 480
2022
Q2 		$4K Buy
69
+3
+5% +$274 ﹤0.01% 501
2022
Q1 		$9K Buy
66
+28
+74% +$3.39K ﹤0.01% 388
2021
Q4 		$6K Hold
38
– – ﹤0.01% 390
2021
Q3 		$9K Hold
38
– – ﹤0.01% 314
2021
Q2 		$9K Buy
38
+3
+9% +$696 ﹤0.01% 308
2021
Q1 		$8K Buy
35
+10
+40% +$2.34K ﹤0.01% 272
2020
Q4 		$5K Sell
25
-15
-38% -$2.93K ﹤0.01% 260
2020
Q3 		$7K Buy
40
+25
+167% +$3.53K 0.01% 285
2020
Q2 		$2K Hold
15
– – ﹤0.01% 364
2020
Q1 		$1K Hold
15
– – ﹤0.01% 412
2019
Q4 		$1K Buy
+15
New +$959 ﹤0.01% 420

Other funds holding XYZ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return