ECM
PDCE

Evergreen Capital Management’s PDC Energy, Inc. PDCE Stock Holding History

Evergreen Capital Management’s Portfolio PDCE Stock Details PDCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,474
Closed -$247K – 858
2023
Q2 		$247K Buy
3,474
+17
+0.5% +$1.15K 0.01% 638
2023
Q1 		$222K Buy
3,457
+98
+3% +$6.34K 0.01% 623
2022
Q4 		$213K Buy
+3,359
New +$234K 0.01% 590
2022
Q3 		– Sell
-3,379
Closed -$208K – 640
2022
Q2 		$208K Sell
3,379
-1,063
-24% -$77K 0.01% 519
2022
Q1 		$323K Buy
4,442
+109
+3% +$6.74K 0.01% 465
2021
Q4 		$211K Buy
+4,333
New +$222K 0.01% 582

Other funds holding PDCE

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Evergreen Capital Management's PDCE Position: Q3 2023 in Review

Evergreen Capital Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 3,474 shares — an estimated $247K sold.

Evergreen Capital Management first reported a position in PDCE in Q4 2021 and held it in 6 quarters. The position peaked at $323K in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Evergreen Capital Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 3,474 PDC Energy, Inc. shares in Q3 2023, an estimated $247K.
  • Evergreen Capital Management first reported a position in PDC Energy, Inc. in Q4 2021 and held it in 6 quarters.
  • Evergreen Capital Management's PDC Energy, Inc. position peaked at $323K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Evergreen Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.