AIM
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Aigen Investment Management’s CVR Energy CVI Stock Holding History

Aigen Investment Management’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,223
Closed -$461K – 784
2024
Q2 		$461K Buy
17,223
+11,355
+194% +$345K 0.09% 328
2024
Q1 		$209K Sell
5,868
-53,379
-90% -$1.77M 0.05% 534
2023
Q4 		$1.8M Buy
59,247
+13,121
+28% +$415K 0.32% 74
2023
Q3 		$1.57M Buy
+46,126
New +$1.58M 0.3% 74
2020
Q3 		– Sell
-22,350
Closed -$449K – 895
2020
Q2 		$449K Sell
22,350
-2,333
-9% -$47.1K 0.06% 495
2020
Q1 		$408K Sell
24,683
-20,163
-45% -$607K 0.05% 497
2019
Q4 		$1.81M Buy
+44,846
New +$1.97M 0.3% 77

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aigen Investment Management's CVI Position: Q3 2024 in Review

Aigen Investment Management sold out of CVR Energy (CVI) in Q3 2024, closing a stake of 17,223 shares — an estimated $461K sold.

Aigen Investment Management first reported a position in CVI in Q4 2019 and held it in 7 quarters. The position peaked at $1.81M in Q4 2019. 204 funds tracked by Wall St. Rank hold CVI as of Q3 2024.

  • Aigen Investment Management reported no remaining CVR Energy position as of Q3 2024 after selling out during the quarter.
  • Aigen Investment Management sold 17,223 CVR Energy shares in Q3 2024, an estimated $461K.
  • Aigen Investment Management first reported a position in CVR Energy in Q4 2019 and held it in 7 quarters.
  • Aigen Investment Management's CVR Energy position peaked at $1.81M in Q4 2019.
  • 204 funds tracked by Wall St. Rank held CVR Energy as of Q3 2024.

Based on Aigen Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.