D.E. Shaw & Co’s PHX Minerals PHX Stock Holding History

D.E. Shaw & Co’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
2015 Q1	–	Sell	-40,000	Closed	-$931K	–	3914
2014 Q4	$931K	Buy	+40,000	New	+$843K	﹤0.01%	2883

Other funds holding PHX

Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return

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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co's PHX Position: Q4 2021 in Review

D.E. Shaw & Co sold out of PHX Minerals (PHX) in Q4 2021, closing a stake of 14,344 shares — an estimated $44K sold.

D.E. Shaw & Co first reported a position in PHX in Q4 2014 and held it in 10 quarters. The position peaked at $382K in Q4 2014. 47 funds tracked by Wall St. Rank hold PHX as of Q4 2021.

D.E. Shaw & Co reported no remaining PHX Minerals position as of Q4 2021 after selling out during the quarter.
D.E. Shaw & Co sold 14,344 PHX Minerals shares in Q4 2021, an estimated $44K.
D.E. Shaw & Co first reported a position in PHX Minerals in Q4 2014 and held it in 10 quarters.
D.E. Shaw & Co's PHX Minerals position peaked at $382K in Q4 2014.
47 funds tracked by Wall St. Rank held PHX Minerals as of Q4 2021.

Based on D.E. Shaw & Co's 13F filing for Q4 2021, filed 14 Feb 2022.