EF
LBRT icon

Empirical Finance’s Liberty Energy LBRT Stock Holding History

Empirical Finance’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-54,400
Closed -$861K – 532
2025
Q1 		$861K Buy
54,400
+251
+0.5% +$4.51K 0.05% 303
2024
Q4 		$1.08M Buy
54,149
+1,185
+2% +$21.9K 0.06% 255
2024
Q3 		$1.01M Buy
52,964
+213
+0.4% +$4.4K 0.06% 272
2024
Q2 		$1.1M Sell
52,751
-8,772
-14% -$196K 0.07% 243
2024
Q1 		$1.27M Buy
61,523
+309
+0.5% +$6.11K 0.08% 234
2023
Q4 		$1.11M Buy
61,214
+25,173
+70% +$478K 0.08% 237
2023
Q3 		$667K Buy
36,041
+273
+0.8% +$4.5K 0.05% 314
2023
Q2 		$478K Buy
+35,768
New +$463K 0.04% 381

Other funds holding LBRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return