CT
NBL

Caldwell Trust’s Noble Energy, Inc. NBL Stock Holding History

Caldwell Trust’s Portfolio NBL Stock Details NBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-100
Closed -$604 – 802
2020
Q1 		$604 Hold
100
– – ﹤0.01% 783
2019
Q4 		$2.48K Buy
+100
New +$2.12K ﹤0.01% 776

Other funds holding NBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Caldwell Trust's NBL Position: Q2 2020 in Review

Caldwell Trust sold out of Noble Energy, Inc. (NBL) in Q2 2020, closing a stake of 100 shares — an estimated $604 sold.

Caldwell Trust first reported a position in NBL in Q4 2019 and held it in 2 quarters. The position peaked at $2.48K in Q4 2019. 403 funds tracked by Wall St. Rank hold NBL as of Q2 2020.

  • Caldwell Trust reported no remaining Noble Energy, Inc. position as of Q2 2020 after selling out during the quarter.
  • Caldwell Trust sold 100 Noble Energy, Inc. shares in Q2 2020, an estimated $604.
  • Caldwell Trust first reported a position in Noble Energy, Inc. in Q4 2019 and held it in 2 quarters.
  • Caldwell Trust's Noble Energy, Inc. position peaked at $2.48K in Q4 2019.
  • 403 funds tracked by Wall St. Rank held Noble Energy, Inc. as of Q2 2020.

Based on Caldwell Trust's 13F filing for Q2 2020, filed 2 Oct 2025.