CIA
MNR icon

Concurrent Investment Advisors’s Mach Natural Resources MNR Stock Holding History

Concurrent Investment Advisors’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,137
Closed -$242K – 1187
2024
Q3 		$242K Buy
+15,137
New +$281K 0.01% 864

Other funds holding MNR

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Concurrent Investment Advisors's MNR Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of Mach Natural Resources (MNR) in Q4 2024, closing a stake of 15,137 shares — an estimated $242K sold.

Concurrent Investment Advisors first reported a position in MNR in Q3 2024 and held it in 1 quarter. The position peaked at $242K in Q3 2024. 43 funds tracked by Wall St. Rank hold MNR as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining Mach Natural Resources position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 15,137 Mach Natural Resources shares in Q4 2024, an estimated $242K.
  • Concurrent Investment Advisors first reported a position in Mach Natural Resources in Q3 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Mach Natural Resources position peaked at $242K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Mach Natural Resources as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.