BHIA
VTLE

Birch Hill Investment Advisors’s Vital Energy VTLE Stock Holding History

Birch Hill Investment Advisors’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-960
Closed -$7K – 142
2020
Q1 		$7K Hold
960
– – ﹤0.01% 129
2019
Q4 		$55K Hold
960
– – ﹤0.01% 149
2019
Q3 		$46K Hold
960
– – ﹤0.01% 144
2019
Q2 		$56K Buy
+960
New +$58.1K ﹤0.01% 141

Other funds holding VTLE

WP
Warburg Pincus New York $343M AUM 18.86% 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
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Birch Hill Investment Advisors's VTLE Position: Q2 2020 in Review

Birch Hill Investment Advisors sold out of Vital Energy (VTLE) in Q2 2020, closing a stake of 960 shares — an estimated $7K sold.

Birch Hill Investment Advisors first reported a position in VTLE in Q2 2019 and held it in 4 quarters. The position peaked at $56K in Q2 2019. 99 funds tracked by Wall St. Rank hold VTLE as of Q2 2020.

  • Birch Hill Investment Advisors reported no remaining Vital Energy position as of Q2 2020 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 960 Vital Energy shares in Q2 2020, an estimated $7K.
  • Birch Hill Investment Advisors first reported a position in Vital Energy in Q2 2019 and held it in 4 quarters.
  • Birch Hill Investment Advisors's Vital Energy position peaked at $56K in Q2 2019.
  • 99 funds tracked by Wall St. Rank held Vital Energy as of Q2 2020.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.