Disciplined Investments’s Chord Energy CHRD Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-8	Closed	-$1.23K	–	363
2023 Q2	$1.23K	Buy	8 +2	+33%	+$290	﹤0.01%	873
2023 Q1	$808	Buy	6 +1	+20%	+$136	﹤0.01%	1052
2022 Q4	$684	Hold	5	–	–	﹤0.01%	1052
2022 Q3	$1K	Buy	5 +3	+150%	+$385	﹤0.01%	829
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1301
2022 Q1	$0	Buy	+2	New	+$277	﹤0.01%	1367

Other funds holding CHRD

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Disciplined Investments's CHRD Position: Q3 2023 in Review

Disciplined Investments sold out of Chord Energy (CHRD) in Q3 2023, closing a stake of 8 shares — an estimated $1.23K sold.

Disciplined Investments first reported a position in CHRD in Q1 2022 and held it in 6 quarters. The position peaked at $1.23K in Q2 2023. 372 funds tracked by Wall St. Rank hold CHRD as of Q3 2023.

Disciplined Investments reported no remaining Chord Energy position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 8 Chord Energy shares in Q3 2023, an estimated $1.23K.
Disciplined Investments first reported a position in Chord Energy in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Chord Energy position peaked at $1.23K in Q2 2023.
372 funds tracked by Wall St. Rank held Chord Energy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.