Cypress Capital’s CVR Energy CVI Stock Holding History

Cypress Capital’s Portfolio CVI Stock Details CVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-42	Closed	-$1.12K	–	149
2024 Q2	$1.12K	Buy	+42	New	+$1.28K	﹤0.01%	321

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cypress Capital's CVI Position: Q3 2024 in Review

Cypress Capital sold out of CVR Energy (CVI) in Q3 2024, closing a stake of 42 shares — an estimated $1.12K sold.

Cypress Capital first reported a position in CVI in Q2 2024 and held it in 1 quarter. The position peaked at $1.12K in Q2 2024. 204 funds tracked by Wall St. Rank hold CVI as of Q3 2024.

Cypress Capital reported no remaining CVR Energy position as of Q3 2024 after selling out during the quarter.
Cypress Capital sold 42 CVR Energy shares in Q3 2024, an estimated $1.12K.
Cypress Capital first reported a position in CVR Energy in Q2 2024 and held it in 1 quarter.
Cypress Capital's CVR Energy position peaked at $1.12K in Q2 2024.
204 funds tracked by Wall St. Rank held CVR Energy as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.