Gradient Investments’s Battalion Oil BATL Stock Holding History

Gradient Investments’s Portfolio BATL Stock Details BATL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-400	Closed	-$2.47K	–	1839
2023 Q3	$2.47K	Buy	+400	New	+$2.71K	﹤0.01%	1122

Other funds holding BATL

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

LIA

LSP Investment Advisors New York $138M AUM 21.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPC

Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Gradient Investments's BATL Position: Q4 2023 in Review

Gradient Investments sold out of Battalion Oil (BATL) in Q4 2023, closing a stake of 400 shares — an estimated $2.47K sold.

Gradient Investments first reported a position in BATL in Q3 2023 and held it in 1 quarter. The position peaked at $2.47K in Q3 2023. 40 funds tracked by Wall St. Rank hold BATL as of Q4 2023.

Gradient Investments reported no remaining Battalion Oil position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 400 Battalion Oil shares in Q4 2023, an estimated $2.47K.
Gradient Investments first reported a position in Battalion Oil in Q3 2023 and held it in 1 quarter.
Gradient Investments's Battalion Oil position peaked at $2.47K in Q3 2023.
40 funds tracked by Wall St. Rank held Battalion Oil as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.