DBRC
CHRD icon

D.B. Root & Company’s Chord Energy CHRD Stock Holding History

D.B. Root & Company’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-15,250
Closed -$4K – 200
2020
Q3 		$4K Buy
15,250
+750
+5% +$459 ﹤0.01% 203
2020
Q2 		$10K Hold
14,500
– – ﹤0.01% 195
2020
Q1 		$5K Buy
14,500
+3,400
+31% +$6.23K ﹤0.01% 180
2019
Q4 		$36K Buy
+11,100
New +$31.8K 0.02% 192

Other funds holding CHRD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

D.B. Root & Company's CHRD Position: Q4 2020 in Review

D.B. Root & Company sold out of Chord Energy (CHRD) in Q4 2020, closing a stake of 15,250 shares — an estimated $4K sold.

D.B. Root & Company first reported a position in CHRD in Q4 2019 and held it in 4 quarters. The position peaked at $36K in Q4 2019. 66 funds tracked by Wall St. Rank hold CHRD as of Q4 2020.

  • D.B. Root & Company reported no remaining Chord Energy position as of Q4 2020 after selling out during the quarter.
  • D.B. Root & Company sold 15,250 Chord Energy shares in Q4 2020, an estimated $4K.
  • D.B. Root & Company first reported a position in Chord Energy in Q4 2019 and held it in 4 quarters.
  • D.B. Root & Company's Chord Energy position peaked at $36K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held Chord Energy as of Q4 2020.

Based on D.B. Root & Company's 13F filing for Q4 2020, filed 9 Feb 2021.