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Foresters Investment Management’s Liberty Energy LBRT Stock Holding History

Foresters Investment Management’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
2019
Q3 		$5.25M Buy
485,200
+22,600
+5% +$277K 0.1% 246
2019
Q2 		$7.49M Buy
462,600
+31,000
+7% +$475K 0.13% 225
2019
Q1 		$6.64M Buy
431,600
+23,400
+6% +$359K 0.12% 247
2018
Q4 		$5.29M Buy
408,200
+15,500
+4% +$281K 0.1% 257
2018
Q3 		$8.47M Buy
392,700
+12,800
+3% +$248K 0.13% 217
2018
Q2 		$7.11M Buy
379,900
+104,400
+38% +$2.05M 0.12% 236
2018
Q1 		$4.65M Buy
+275,500
New +$5.43M 0.08% 267

Other funds holding LBRT

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Foresters Investment Management's LBRT Position: Q3 2019 in Review

Foresters Investment Management increased its Liberty Energy (LBRT) stake by 4.9% in Q3 2019, buying an estimated $277K and bringing the position to 485,200 shares worth $5.25M. The position accounts for 0.1% of the portfolio, ranked #246.

Foresters Investment Management first reported a position in LBRT in Q1 2018 and has held it in 7 quarters since. The position peaked at $8.47M in Q3 2018. 114 funds tracked by Wall St. Rank hold LBRT as of Q3 2019.

  • Foresters Investment Management held 485,200 shares of Liberty Energy worth $5.25M as of Q3 2019.
  • Foresters Investment Management bought 22,600 Liberty Energy shares in Q3 2019, an estimated $277K.
  • Liberty Energy made up 0.1% of Foresters Investment Management's portfolio in Q3 2019, its #246 holding.
  • Foresters Investment Management first reported a position in Liberty Energy in Q1 2018 and has held it in 7 quarters since.
  • Foresters Investment Management's Liberty Energy position peaked at $8.47M in Q3 2018.
  • 114 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.