CIP
PDCE

Chartwell Investment Partners’s PDC Energy, Inc. PDCE Stock Holding History

Chartwell Investment Partners’s Portfolio PDCE Stock Details PDCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-181,165
Closed -$12.9M – 436
2023
Q2 		$12.9M Sell
181,165
-5,718
-3% -$386K 0.47% 55
2023
Q1 		$12M Sell
186,883
-4,106
-2% -$266K 0.46% 62
2022
Q4 		$12.1M Sell
190,989
-5,548
-3% -$387K 0.48% 60
2022
Q3 		$11.4M Sell
196,537
-2,518
-1% -$155K 0.48% 50
2022
Q2 		$12.3M Buy
199,055
+8,476
+4% +$614K 0.49% 55
2022
Q1 		$13.9M Sell
190,579
-47,732
-20% -$2.95M 0.46% 62
2021
Q4 		$11.6M Sell
238,311
-4,791
-2% -$246K 0.34% 109
2021
Q3 		$11.5M Sell
243,102
-33,646
-12% -$1.4M 0.36% 102
2021
Q2 		$12.7M Sell
276,748
-2,548
-0.9% -$104K 0.37% 104
2021
Q1 		$9.61M Buy
279,296
+1,993
+0.7% +$59.9K 0.29% 135
2020
Q4 		$5.69M Sell
277,303
-3,716
-1% -$58.1K 0.18% 183
2020
Q3 		$3.48M Sell
281,019
-2,100
-0.7% -$29.9K 0.13% 213
2020
Q2 		$3.52M Buy
283,119
+10,511
+4% +$126K 0.14% 212
2020
Q1 		$1.69M Buy
+272,608
New +$4.91M 0.08% 269

Other funds holding PDCE

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Chartwell Investment Partners's PDCE Position: Q3 2023 in Review

Chartwell Investment Partners sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 181,165 shares — an estimated $12.9M sold.

Chartwell Investment Partners first reported a position in PDCE in Q1 2020 and held it in 14 quarters. The position peaked at $13.9M in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Chartwell Investment Partners reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Chartwell Investment Partners sold 181,165 PDC Energy, Inc. shares in Q3 2023, an estimated $12.9M.
  • Chartwell Investment Partners first reported a position in PDC Energy, Inc. in Q1 2020 and held it in 14 quarters.
  • Chartwell Investment Partners's PDC Energy, Inc. position peaked at $13.9M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Chartwell Investment Partners's 13F filing for Q3 2023, filed 7 Nov 2023.