HFRG
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Houlihan Financial Resource Group’s Petrobras PBR Stock Holding History

Houlihan Financial Resource Group’s Portfolio PBR Stock Details PBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-62,000
Closed -$754K – 143
2023
Q2 		$754K Buy
+62,000
New +$754K 0.02% 95

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Houlihan Financial Resource Group's PBR Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Petrobras (PBR) in Q3 2023, closing a stake of 62,000 shares — an estimated $754K sold.

Houlihan Financial Resource Group first reported a position in PBR in Q2 2023 and held it in 1 quarter. The position peaked at $754K in Q2 2023. 433 funds tracked by Wall St. Rank hold PBR as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Petrobras position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 62,000 Petrobras shares in Q3 2023, an estimated $754K.
  • Houlihan Financial Resource Group first reported a position in Petrobras in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's Petrobras position peaked at $754K in Q2 2023.
  • 433 funds tracked by Wall St. Rank held Petrobras as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.