Clark Capital Management Group’s Liberty Energy LBRT Stock Holding History

Clark Capital Management Group’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
2024 Q2	–	Sell	-109,700	Closed	-$2.27M	–	411
2024 Q1	$2.27M	Buy	109,700 +4,334	+4%	+$85.7K	0.02%	235
2023 Q4	$1.91M	Buy	+105,366	New	+$2M	0.02%	231
2023 Q3	–	Sell	-80,952	Closed	-$1.08M	–	355
2023 Q2	$1.08M	Sell	80,952 -52,472	-39%	-$680K	0.01%	252
2023 Q1	$1.71M	Buy	133,424 +46,148	+53%	+$683K	0.02%	229
2022 Q4	$1.4M	Buy	+87,276	New	+$1.39M	0.01%	243

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clark Capital Management Group's LBRT Position: Q2 2024 in Review

Clark Capital Management Group sold out of Liberty Energy (LBRT) in Q2 2024, closing a stake of 109,700 shares — an estimated $2.27M sold.

Clark Capital Management Group first reported a position in LBRT in Q4 2022 and held it in 5 quarters. The position peaked at $2.27M in Q1 2024. 331 funds tracked by Wall St. Rank hold LBRT as of Q2 2024.

Clark Capital Management Group reported no remaining Liberty Energy position as of Q2 2024 after selling out during the quarter.
Clark Capital Management Group sold 109,700 Liberty Energy shares in Q2 2024, an estimated $2.27M.
Clark Capital Management Group first reported a position in Liberty Energy in Q4 2022 and held it in 5 quarters.
Clark Capital Management Group's Liberty Energy position peaked at $2.27M in Q1 2024.
331 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2024.

Based on Clark Capital Management Group's 13F filing for Q2 2024, filed 14 Aug 2024.