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James Investment Research’s Friedman Industries FRD Stock Holding History

James Investment Research’s Portfolio FRD Stock Details FRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,400
Closed -$27K – 364
2023
Q1 		$27K Hold
2,400
– – ﹤0.01% 418
2022
Q4 		$23K Buy
+2,400
New +$21.7K ﹤0.01% 439

Other funds holding FRD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return
EST
EA Series Trust Havertown, Pennsylvania $2.84B AUM

James Investment Research's FRD Position: Q2 2023 in Review

James Investment Research sold out of Friedman Industries (FRD) in Q2 2023, closing a stake of 2,400 shares — an estimated $27K sold.

James Investment Research first reported a position in FRD in Q4 2022 and held it in 2 quarters. The position peaked at $27K in Q1 2023. 29 funds tracked by Wall St. Rank hold FRD as of Q2 2023.

  • James Investment Research reported no remaining Friedman Industries position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 2,400 Friedman Industries shares in Q2 2023, an estimated $27K.
  • James Investment Research first reported a position in Friedman Industries in Q4 2022 and held it in 2 quarters.
  • James Investment Research's Friedman Industries position peaked at $27K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Friedman Industries as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.