CLG
PHX

Cooperman Leon G’s PHX Minerals PHX Stock Holding History

Cooperman Leon G’s Portfolio PHX Stock Details PHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-312,208
Closed -$1.02M – 50
2024
Q2 		$1.02M Buy
312,208
+303,258
+3,388% +$1,000K 0.04% 41
2024
Q1 		$30.5K Buy
+8,950
New +$27.9K ﹤0.01% 49

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cooperman Leon G's PHX Position: Q3 2024 in Review

Cooperman Leon G sold out of PHX Minerals (PHX) in Q3 2024, closing a stake of 312,208 shares — an estimated $1.02M sold.

Cooperman Leon G first reported a position in PHX in Q1 2024 and held it in 2 quarters. The position peaked at $1.02M in Q2 2024. 54 funds tracked by Wall St. Rank hold PHX as of Q3 2024.

  • Cooperman Leon G reported no remaining PHX Minerals position as of Q3 2024 after selling out during the quarter.
  • Cooperman Leon G sold 312,208 PHX Minerals shares in Q3 2024, an estimated $1.02M.
  • Cooperman Leon G first reported a position in PHX Minerals in Q1 2024 and held it in 2 quarters.
  • Cooperman Leon G's PHX Minerals position peaked at $1.02M in Q2 2024.
  • 54 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2024.

Based on Cooperman Leon G's 13F filing for Q3 2024, filed 14 Nov 2024.