Family Management’s Patterson-UTI PTEN Stock Holding History

Family Management’s Portfolio PTEN Stock Details PTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-17,000	Closed	-$179K	–	185
2019 Q4	$179K	Buy	+17,000	New	+$154K	0.06%	151

Other funds holding PTEN

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Family Management's PTEN Position: Q1 2020 in Review

Family Management sold out of Patterson-UTI (PTEN) in Q1 2020, closing a stake of 17,000 shares — an estimated $179K sold.

Family Management first reported a position in PTEN in Q4 2019 and held it in 1 quarter. The position peaked at $179K in Q4 2019. 257 funds tracked by Wall St. Rank hold PTEN as of Q1 2020.

Family Management reported no remaining Patterson-UTI position as of Q1 2020 after selling out during the quarter.
Family Management sold 17,000 Patterson-UTI shares in Q1 2020, an estimated $179K.
Family Management first reported a position in Patterson-UTI in Q4 2019 and held it in 1 quarter.
Family Management's Patterson-UTI position peaked at $179K in Q4 2019.
257 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2020.

Based on Family Management's 13F filing for Q1 2020, filed 6 May 2020.