CIM
EOG icon

Caldwell Investment Management’s EOG Resources EOG Stock Holding History

Caldwell Investment Management’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,500
Closed -$2.27M – 27
2022
Q4 		$2.27M Buy
17,500
+9,700
+124% +$1.29M 2.4% 10
2022
Q3 		$882K Hold
7,800
– – 1.07% 22
2022
Q2 		$861K Hold
7,800
– – 0.86% 23
2022
Q1 		$945K Buy
+7,800
New +$869K 0.75% 26

Other funds holding EOG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caldwell Investment Management's EOG Position: Q1 2023 in Review

Caldwell Investment Management sold out of EOG Resources (EOG) in Q1 2023, closing a stake of 17,500 shares — an estimated $2.27M sold.

Caldwell Investment Management first reported a position in EOG in Q1 2022 and held it in 4 quarters. The position peaked at $2.27M in Q4 2022. 1,315 funds tracked by Wall St. Rank hold EOG as of Q1 2023.

  • Caldwell Investment Management reported no remaining EOG Resources position as of Q1 2023 after selling out during the quarter.
  • Caldwell Investment Management sold 17,500 EOG Resources shares in Q1 2023, an estimated $2.27M.
  • Caldwell Investment Management first reported a position in EOG Resources in Q1 2022 and held it in 4 quarters.
  • Caldwell Investment Management's EOG Resources position peaked at $2.27M in Q4 2022.
  • 1,315 funds tracked by Wall St. Rank held EOG Resources as of Q1 2023.

Based on Caldwell Investment Management's 13F filing for Q1 2023, filed 16 May 2023.