EI
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Ethic Inc’s Liberty Energy LBRT Stock Holding History

Ethic Inc’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
Q3 		– Sell
-12,280
Closed -$143K – 1254
2025
Q2 		$143K Sell
12,280
-9,893
-45% -$120K ﹤0.01% 1146
2025
Q1 		$351K Sell
22,173
-5,668
-20% -$102K 0.01% 892
2024
Q4 		$554K Sell
27,841
-10,718
-28% -$198K 0.01% 764
2024
Q3 		$799K Buy
38,559
+2,934
+8% +$60.6K 0.02% 631
2024
Q2 		$744K Sell
35,625
-2,934
-8% -$65.5K 0.02% 650
2024
Q1 		$799K Buy
38,559
+2,628
+7% +$52K 0.02% 631
2023
Q4 		$652K Buy
35,931
+2,457
+7% +$46.7K 0.02% 658
2023
Q3 		$620K Buy
33,474
+4,587
+16% +$75.6K 0.02% 610
2023
Q2 		$386K Buy
28,887
+9,326
+48% +$121K 0.01% 725
2023
Q1 		$251K Buy
+19,561
New +$289K 0.01% 834

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Franklin Resources
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American Century Companies
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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return