Horan Securities’s Liberty Energy LBRT Stock Holding History

Horan Securities’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
2023 Q2	–	Sell	-44	Closed	-$564	–	742
2023 Q1	$564	Hold	44	–	–	﹤0.01%	667
2022 Q4	$704	Buy	+44	New	+$700	﹤0.01%	672

Other funds holding LBRT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Horan Securities's LBRT Position: Q2 2023 in Review

Horan Securities sold out of Liberty Energy (LBRT) in Q2 2023, closing a stake of 44 shares — an estimated $564 sold.

Horan Securities first reported a position in LBRT in Q4 2022 and held it in 2 quarters. The position peaked at $704 in Q4 2022. 264 funds tracked by Wall St. Rank hold LBRT as of Q2 2023.

Horan Securities reported no remaining Liberty Energy position as of Q2 2023 after selling out during the quarter.
Horan Securities sold 44 Liberty Energy shares in Q2 2023, an estimated $564.
Horan Securities first reported a position in Liberty Energy in Q4 2022 and held it in 2 quarters.
Horan Securities's Liberty Energy position peaked at $704 in Q4 2022.
264 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2023.

Based on Horan Securities's 13F filing for Q2 2023, filed 27 Jul 2023.