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James Investment Research’s Genie Energy GNE Stock Holding History

James Investment Research’s Portfolio GNE Stock Details GNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,330
Closed -$10K – 497
2019
Q4 		$10K Hold
1,330
– – ﹤0.01% 450
2019
Q3 		$10K Hold
1,330
– – ﹤0.01% 496
2019
Q2 		$14K Hold
1,330
– – ﹤0.01% 571
2019
Q1 		$11K Buy
+1,330
New +$11.1K ﹤0.01% 728

Other funds holding GNE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.45B AUM 10.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

James Investment Research's GNE Position: Q1 2020 in Review

James Investment Research sold out of Genie Energy (GNE) in Q1 2020, closing a stake of 1,330 shares — an estimated $10K sold.

James Investment Research first reported a position in GNE in Q1 2019 and held it in 4 quarters. The position peaked at $14K in Q2 2019. 62 funds tracked by Wall St. Rank hold GNE as of Q1 2020.

  • James Investment Research reported no remaining Genie Energy position as of Q1 2020 after selling out during the quarter.
  • James Investment Research sold 1,330 Genie Energy shares in Q1 2020, an estimated $10K.
  • James Investment Research first reported a position in Genie Energy in Q1 2019 and held it in 4 quarters.
  • James Investment Research's Genie Energy position peaked at $14K in Q2 2019.
  • 62 funds tracked by Wall St. Rank held Genie Energy as of Q1 2020.

Based on James Investment Research's 13F filing for Q1 2020, filed 22 Apr 2020.