Lee Financial’s California Resources CRC Stock Holding History

Lee Financial’s Portfolio CRC Stock Details CRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10	Closed	-$435	–	830
2022 Q4	$435	Sell	10 -29	-74%	-$1.27K	﹤0.01%	834
2022 Q3	$1K	Hold	39	–	–	﹤0.01%	744
2022 Q2	$2K	Buy	+39	New	+$1.67K	﹤0.01%	676

Other funds holding CRC

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

GDS

Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lee Financial's CRC Position: Q1 2023 in Review

Lee Financial sold out of California Resources (CRC) in Q1 2023, closing a stake of 10 shares — an estimated $435 sold.

Lee Financial first reported a position in CRC in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 213 funds tracked by Wall St. Rank hold CRC as of Q1 2023.

Lee Financial reported no remaining California Resources position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 10 California Resources shares in Q1 2023, an estimated $435.
Lee Financial first reported a position in California Resources in Q2 2022 and held it in 3 quarters.
Lee Financial's California Resources position peaked at $2K in Q2 2022.
213 funds tracked by Wall St. Rank held California Resources as of Q1 2023.

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