Harel Insurance Investments & Financial Services’s PDC Energy, Inc. PDCE Stock Holding History

Harel Insurance Investments & Financial Services’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	-4,300	Closed	-$304K	–	797
2023 Q2	$304K	Buy	+4,300	New	+$291K	0.01%	257
2021 Q1	–	Sell	-4,841	Closed	-$320K	–	906
2020 Q4	$320K	Buy	+4,841	New	+$75.7K	0.01%	427

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

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

Harel Insurance Investments & Financial Services's PDCE Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 4,300 shares — an estimated $304K sold.

Harel Insurance Investments & Financial Services first reported a position in PDCE in Q4 2020 and held it in 2 quarters. The position peaked at $320K in Q4 2020. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

Harel Insurance Investments & Financial Services reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 4,300 PDC Energy, Inc. shares in Q3 2023, an estimated $304K.
Harel Insurance Investments & Financial Services first reported a position in PDC Energy, Inc. in Q4 2020 and held it in 2 quarters.
Harel Insurance Investments & Financial Services's PDC Energy, Inc. position peaked at $320K in Q4 2020.
4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.