JIR
PDCE

James Investment Research’s PDC Energy, Inc. PDCE Stock Holding History

James Investment Research’s Portfolio PDCE Stock Details PDCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,848
Closed -$487K – 302
2023
Q2 		$487K Hold
6,848
– – 0.06% 193
2023
Q1 		$440K Buy
6,848
+9
+0.1% +$582 0.06% 197
2022
Q4 		$434K Hold
6,839
– – 0.06% 186
2022
Q3 		$395K Hold
6,839
– – 0.06% 193
2022
Q2 		$421K Buy
6,839
+22
+0.3% +$1.59K 0.06% 191
2022
Q1 		$495K Buy
6,817
+17
+0.3% +$1.05K 0.05% 203
2021
Q4 		$332K Sell
6,800
-1,200
-15% -$61.6K 0.03% 235
2021
Q3 		$379K Hold
8,000
– – 0.04% 217
2021
Q2 		$366K Hold
8,000
– – 0.03% 237
2021
Q1 		$275K Buy
+8,000
New +$240K 0.03% 249

Other funds holding PDCE

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

James Investment Research's PDCE Position: Q3 2023 in Review

James Investment Research sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 6,848 shares — an estimated $487K sold.

James Investment Research first reported a position in PDCE in Q1 2021 and held it in 10 quarters. The position peaked at $495K in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • James Investment Research reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • James Investment Research sold 6,848 PDC Energy, Inc. shares in Q3 2023, an estimated $487K.
  • James Investment Research first reported a position in PDC Energy, Inc. in Q1 2021 and held it in 10 quarters.
  • James Investment Research's PDC Energy, Inc. position peaked at $495K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on James Investment Research's 13F filing for Q3 2023, filed 31 Oct 2023.