AR
PR

Advisory Research’s Permian Resources PR Stock Holding History

Advisory Research’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-51,047
Closed -$694K – 281
2023
Q4 		$694K Buy
51,047
+23,164
+83% +$317K 0.11% 199
2023
Q3 		$389K Buy
+27,883
New +$351K 0.05% 321
2019
Q1 		– Sell
-1,441,640
Closed -$15.9M – 372
2018
Q4 		$15.9M Buy
1,441,640
+281,500
+24% +$4.83M 0.34% 82
2018
Q3 		$25.3M Buy
+1,160,140
New +$21.8M 0.41% 66

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Advisory Research's PR Position: Q1 2024 in Review

Advisory Research sold out of Permian Resources (PR) in Q1 2024, closing a stake of 51,047 shares — an estimated $694K sold.

Advisory Research first reported a position in PR in Q3 2018 and held it in 4 quarters. The position peaked at $25.3M in Q3 2018. 434 funds tracked by Wall St. Rank hold PR as of Q1 2024.

  • Advisory Research reported no remaining Permian Resources position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 51,047 Permian Resources shares in Q1 2024, an estimated $694K.
  • Advisory Research first reported a position in Permian Resources in Q3 2018 and held it in 4 quarters.
  • Advisory Research's Permian Resources position peaked at $25.3M in Q3 2018.
  • 434 funds tracked by Wall St. Rank held Permian Resources as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.