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Lee Financial’s Crescent Energy CRGY Stock Holding History

Lee Financial’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-800
Closed -$11K – 942
2022
Q3 		$11K Hold
800
– – ﹤0.01% 415
2022
Q2 		$10K Hold
800
– – ﹤0.01% 446
2022
Q1 		$14K Hold
800
– – ﹤0.01% 385
2021
Q4 		$10K Buy
+800
New +$11.1K ﹤0.01% 496

Other funds holding CRGY

JCG
John C. Goff $70.7M AUM 4.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
ACG
Aventail Capital Group New York $1.74B AUM 49.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Lee Financial's CRGY Position: Q4 2022 in Review

Lee Financial sold out of Crescent Energy (CRGY) in Q4 2022, closing a stake of 800 shares — an estimated $11K sold.

Lee Financial first reported a position in CRGY in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 134 funds tracked by Wall St. Rank hold CRGY as of Q4 2022.

  • Lee Financial reported no remaining Crescent Energy position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 800 Crescent Energy shares in Q4 2022, an estimated $11K.
  • Lee Financial first reported a position in Crescent Energy in Q4 2021 and held it in 4 quarters.
  • Lee Financial's Crescent Energy position peaked at $14K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held Crescent Energy as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.