LF
LBRT icon

Lee Financial’s Liberty Energy LBRT Stock Holding History

Lee Financial’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,200
Closed -$18K – 508
2020
Q3 		$18K Buy
+2,200
New +$15.3K 0.01% 322
2018
Q3 		– Sell
-200
Closed -$4K – 593
2018
Q2 		$4K Sell
200
-200
-50% -$3.92K ﹤0.01% 650
2018
Q1 		$7K Buy
+400
New +$7.88K ﹤0.01% 567

Other funds holding LBRT

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lee Financial's LBRT Position: Q4 2020 in Review

Lee Financial sold out of Liberty Energy (LBRT) in Q4 2020, closing a stake of 2,200 shares — an estimated $18K sold.

Lee Financial first reported a position in LBRT in Q1 2018 and held it in 3 quarters. The position peaked at $18K in Q3 2020. 124 funds tracked by Wall St. Rank hold LBRT as of Q4 2020.

  • Lee Financial reported no remaining Liberty Energy position as of Q4 2020 after selling out during the quarter.
  • Lee Financial sold 2,200 Liberty Energy shares in Q4 2020, an estimated $18K.
  • Lee Financial first reported a position in Liberty Energy in Q1 2018 and held it in 3 quarters.
  • Lee Financial's Liberty Energy position peaked at $18K in Q3 2020.
  • 124 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2020.

Based on Lee Financial's 13F filing for Q4 2020, filed 12 Feb 2021.