Jefferies Financial Group’s Battalion Oil BATL Stock Holding History

Jefferies Financial Group’s Portfolio BATL Stock Details BATL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-366,448	Closed	-$2.26M	–	1694
2023 Q3	$2.26M	Hold	366,448	–	–	0.02%	583
2023 Q2	$2.09M	Hold	366,448	–	–	0.02%	643
2023 Q1	$2.41M	Hold	366,448	–	–	0.02%	599
2022 Q4	$3.56M	Buy	+366,448	New	+$4.35M	0.02%	480

Other funds holding BATL

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

LIA

LSP Investment Advisors New York $138M AUM 21.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPC

Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Jefferies Financial Group's BATL Position: Q4 2023 in Review

Jefferies Financial Group sold out of Battalion Oil (BATL) in Q4 2023, closing a stake of 366,448 shares — an estimated $2.26M sold.

Jefferies Financial Group first reported a position in BATL in Q4 2022 and held it in 4 quarters. The position peaked at $3.56M in Q4 2022. 40 funds tracked by Wall St. Rank hold BATL as of Q4 2023.

Jefferies Financial Group reported no remaining Battalion Oil position as of Q4 2023 after selling out during the quarter.
Jefferies Financial Group sold 366,448 Battalion Oil shares in Q4 2023, an estimated $2.26M.
Jefferies Financial Group first reported a position in Battalion Oil in Q4 2022 and held it in 4 quarters.
Jefferies Financial Group's Battalion Oil position peaked at $3.56M in Q4 2022.
40 funds tracked by Wall St. Rank held Battalion Oil as of Q4 2023.

Based on Jefferies Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.