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Bowling Portfolio Management’s Liberty Energy LBRT Stock Holding History

Bowling Portfolio Management’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-61,684
Closed -$668K – 349
2019
Q3 		$668K Buy
+61,684
New +$756K 0.11% 253

Other funds holding LBRT

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $503M AUM 0.36% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

Bowling Portfolio Management's LBRT Position: Q4 2019 in Review

Bowling Portfolio Management sold out of Liberty Energy (LBRT) in Q4 2019, closing a stake of 61,684 shares — an estimated $668K sold.

Bowling Portfolio Management first reported a position in LBRT in Q3 2019 and held it in 1 quarter. The position peaked at $668K in Q3 2019. 112 funds tracked by Wall St. Rank hold LBRT as of Q4 2019.

  • Bowling Portfolio Management reported no remaining Liberty Energy position as of Q4 2019 after selling out during the quarter.
  • Bowling Portfolio Management sold 61,684 Liberty Energy shares in Q4 2019, an estimated $668K.
  • Bowling Portfolio Management first reported a position in Liberty Energy in Q3 2019 and held it in 1 quarter.
  • Bowling Portfolio Management's Liberty Energy position peaked at $668K in Q3 2019.
  • 112 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2019.

Based on Bowling Portfolio Management's 13F filing for Q4 2019, filed 17 Jan 2020.