JGC
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J. Goldman & Co’s Liberty Energy LBRT Stock Holding History

J. Goldman & Co’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
2022
Q3 		– Sell
-772,859
Closed -$9.86M – 439
2022
Q2 		$9.86M Buy
772,859
+674,176
+683% +$10.6M 0.48% 55
2022
Q1 		$1.46M Buy
+98,683
New +$1.26M 0.07% 226

Other funds holding LBRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return

J. Goldman & Co's LBRT Position: Q3 2022 in Review

J. Goldman & Co sold out of Liberty Energy (LBRT) in Q3 2022, closing a stake of 772,859 shares — an estimated $9.86M sold.

J. Goldman & Co first reported a position in LBRT in Q1 2022 and held it in 2 quarters. The position peaked at $9.86M in Q2 2022. 213 funds tracked by Wall St. Rank hold LBRT as of Q3 2022.

  • J. Goldman & Co reported no remaining Liberty Energy position as of Q3 2022 after selling out during the quarter.
  • J. Goldman & Co sold 772,859 Liberty Energy shares in Q3 2022, an estimated $9.86M.
  • J. Goldman & Co first reported a position in Liberty Energy in Q1 2022 and held it in 2 quarters.
  • J. Goldman & Co's Liberty Energy position peaked at $9.86M in Q2 2022.
  • 213 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2022.

Based on J. Goldman & Co's 13F filing for Q3 2022, filed 14 Nov 2022.