Ethic Inc’s California Resources CRC Stock Holding History

Ethic Inc’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 Q4	–	Sell	-3,798	Closed	-$213K	–	1064
2023 Q3	$213K	Buy	+3,798	New	+$202K	0.01%	917

Other funds holding CRC

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

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

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Ethic Inc's CRC Position: Q4 2023 in Review

Ethic Inc sold out of California Resources (CRC) in Q4 2023, closing a stake of 3,798 shares — an estimated $213K sold.

Ethic Inc first reported a position in CRC in Q3 2023 and held it in 1 quarter. The position peaked at $213K in Q3 2023. 259 funds tracked by Wall St. Rank hold CRC as of Q4 2023.

Ethic Inc reported no remaining California Resources position as of Q4 2023 after selling out during the quarter.
Ethic Inc sold 3,798 California Resources shares in Q4 2023, an estimated $213K.
Ethic Inc first reported a position in California Resources in Q3 2023 and held it in 1 quarter.
Ethic Inc's California Resources position peaked at $213K in Q3 2023.
259 funds tracked by Wall St. Rank held California Resources as of Q4 2023.

Based on Ethic Inc's 13F filing for Q4 2023, filed 14 Feb 2024.