DI
CRGY icon

Disciplined Investments’s Crescent Energy CRGY Stock Holding History

Disciplined Investments’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-53,482
Closed -$605K – 1698
2023
Q1 		$605K Buy
+53,482
New +$619K 0.25% 83
2022
Q4 		– Sell
-53,482
Closed -$720K – 1657
2022
Q3 		$720K Sell
53,482
-25,000
-32% -$366K 0.33% 73
2022
Q2 		$979K Hold
78,482
– – 0.44% 58
2022
Q1 		$1.36M Buy
78,482
+77,835
+12,030% +$1.15M 0.57% 47
2021
Q4 		$8K Buy
+647
New +$8.94K ﹤0.01% 360

Other funds holding CRGY

JCG
John C. Goff $70.7M AUM 4.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return