GT
PDCE

Greenleaf Trust’s PDC Energy, Inc. PDCE Stock Holding History

Greenleaf Trust’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
-3,724
Closed -$265K – 788
2023
Q2 		$265K Sell
3,724
-515
-12% -$34.8K ﹤0.01% 631
2023
Q1 		$272K Buy
4,239
+388
+10% +$25.1K ﹤0.01% 636
2022
Q4 		$244K Sell
3,851
-8
-0.2% -$558 ﹤0.01% 656
2022
Q3 		$223K Sell
3,859
-275
-7% -$16.9K ﹤0.01% 639
2022
Q2 		$255K Buy
4,134
+104
+3% +$7.54K ﹤0.01% 602
2022
Q1 		$293K Buy
+4,030
New +$249K ﹤0.01% 604
2021
Q4 		– Sell
-4,298
Closed -$204K – 786
2021
Q3 		$204K Buy
+4,298
New +$179K ﹤0.01% 698

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 $8.74B AUM 14.62% 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

Greenleaf Trust's PDCE Position: Q3 2023 in Review

Greenleaf Trust sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 3,724 shares — an estimated $265K sold.

Greenleaf Trust first reported a position in PDCE in Q3 2021 and held it in 7 quarters. The position peaked at $293K in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Greenleaf Trust reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Greenleaf Trust sold 3,724 PDC Energy, Inc. shares in Q3 2023, an estimated $265K.
  • Greenleaf Trust first reported a position in PDC Energy, Inc. in Q3 2021 and held it in 7 quarters.
  • Greenleaf Trust's PDC Energy, Inc. position peaked at $293K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Greenleaf Trust's 13F filing for Q3 2023, filed 9 Nov 2023.