Lee Financial’s Chord Energy CHRD Stock Holding History

Lee Financial’s Portfolio CHRD Stock Details CHRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3	Closed	-$410	–	824
2022 Q4	$410	Buy	+3	New	+$440	﹤0.01%	837
2022 Q3	–	Sell	-12	Closed	-$1K	–	844
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	771
2022 Q1	$2K	Buy	+12	New	+$1.66K	﹤0.01%	625

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Lee Financial's CHRD Position: Q1 2023 in Review

Lee Financial sold out of Chord Energy (CHRD) in Q1 2023, closing a stake of 3 shares — an estimated $410 sold.

Lee Financial first reported a position in CHRD in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 341 funds tracked by Wall St. Rank hold CHRD as of Q1 2023.

Lee Financial reported no remaining Chord Energy position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 3 Chord Energy shares in Q1 2023, an estimated $410.
Lee Financial first reported a position in Chord Energy in Q1 2022 and held it in 3 quarters.
Lee Financial's Chord Energy position peaked at $2K in Q1 2022.
341 funds tracked by Wall St. Rank held Chord Energy as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.