CVA Family Office’s SandRidge Energy SD Stock Holding History

CVA Family Office’s Portfolio SD Stock Details SD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$14.4K	–	1058
2023 Q1	$14.4K	Hold	1,000	–	–	﹤0.01%	646
2022 Q4	$17K	Hold	1,000	–	–	﹤0.01%	588
2022 Q3	$16K	Hold	1,000	–	–	﹤0.01%	567
2022 Q2	$16K	Hold	1,000	–	–	﹤0.01%	580
2022 Q1	$16K	Hold	1,000	–	–	﹤0.01%	613
2021 Q4	$10K	Buy	+1,000	New	+$11.9K	﹤0.01%	656
2021 Q3	–	Sell	-1,000	Closed	-$6K	–	789
2021 Q2	$6K	Hold	1,000	–	–	﹤0.01%	742
2021 Q1	$4K	Hold	1,000	–	–	﹤0.01%	656
2020 Q4	$3K	Buy	+1,000	New	+$2.45K	﹤0.01%	336

Other funds holding SD

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

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

SAM

Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

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

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

CVA Family Office's SD Position: Q2 2023 in Review

CVA Family Office sold out of SandRidge Energy (SD) in Q2 2023, closing a stake of 1,000 shares — an estimated $14.4K sold.

CVA Family Office first reported a position in SD in Q4 2020 and held it in 9 quarters. The position peaked at $17K in Q4 2022. 136 funds tracked by Wall St. Rank hold SD as of Q2 2023.

CVA Family Office reported no remaining SandRidge Energy position as of Q2 2023 after selling out during the quarter.
CVA Family Office sold 1,000 SandRidge Energy shares in Q2 2023, an estimated $14.4K.
CVA Family Office first reported a position in SandRidge Energy in Q4 2020 and held it in 9 quarters.
CVA Family Office's SandRidge Energy position peaked at $17K in Q4 2022.
136 funds tracked by Wall St. Rank held SandRidge Energy as of Q2 2023.

Based on CVA Family Office's 13F filing for Q2 2023, filed 10 Jul 2023.