IFAM
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Institutional & Family Asset Management’s Liberty Energy LBRT Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		$940 Buy
45
+21
+88% +$468 ﹤0.01% 651
2024
Q1 		$497 Sell
24
-44
-65% -$870 ﹤0.01% 690
2023
Q4 		$1.23K Sell
68
-1
-1% -$19 ﹤0.01% 599
2023
Q3 		$1.28K Hold
69
– – ﹤0.01% 588
2023
Q2 		$923 Hold
69
– – ﹤0.01% 636
2023
Q1 		$884 Buy
69
+15
+28% +$222 ﹤0.01% 639
2022
Q4 		$865 Buy
+54
New +$859 ﹤0.01% 611

Other funds holding LBRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return