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Disciplined Investments’s California Resources CRC Stock Holding History

Disciplined Investments’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12
Closed -$543 – 419
2023
Q2 		$543 Buy
12
+2
+20% +$81 ﹤0.01% 1200
2023
Q1 		$385 Buy
10
+2
+25% +$83 ﹤0.01% 1314
2022
Q4 		$348 Sell
8
-1
-11% -$44 ﹤0.01% 1296
2022
Q3 		$0 Hold
9
– – ﹤0.01% 1294
2022
Q2 		$0 Buy
9
+6
+200% +$257 ﹤0.01% 1321
2022
Q1 		$0 Buy
+3
New +$129 ﹤0.01% 1386

Other funds holding CRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Disciplined Investments's CRC Position: Q3 2023 in Review

Disciplined Investments sold out of California Resources (CRC) in Q3 2023, closing a stake of 12 shares — an estimated $543 sold.

Disciplined Investments first reported a position in CRC in Q1 2022 and held it in 6 quarters. The position peaked at $543 in Q2 2023. 258 funds tracked by Wall St. Rank hold CRC as of Q3 2023.

  • Disciplined Investments reported no remaining California Resources position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 California Resources shares in Q3 2023, an estimated $543.
  • Disciplined Investments first reported a position in California Resources in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's California Resources position peaked at $543 in Q2 2023.
  • 258 funds tracked by Wall St. Rank held California Resources as of Q3 2023.

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