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Leeward Financial Partners’s EOG Resources EOG Stock Holding History

Leeward Financial Partners’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,330
Closed -$1.31M – 88
2023
Q3 		$1.31M Buy
+10,330
New +$1.31M 0.72% 44

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leeward Financial Partners's EOG Position: Q4 2023 in Review

Leeward Financial Partners sold out of EOG Resources (EOG) in Q4 2023, closing a stake of 10,330 shares — an estimated $1.31M sold.

Leeward Financial Partners first reported a position in EOG in Q3 2023 and held it in 1 quarter. The position peaked at $1.31M in Q3 2023. 1,459 funds tracked by Wall St. Rank hold EOG as of Q4 2023.

  • Leeward Financial Partners reported no remaining EOG Resources position as of Q4 2023 after selling out during the quarter.
  • Leeward Financial Partners sold 10,330 EOG Resources shares in Q4 2023, an estimated $1.31M.
  • Leeward Financial Partners first reported a position in EOG Resources in Q3 2023 and held it in 1 quarter.
  • Leeward Financial Partners's EOG Resources position peaked at $1.31M in Q3 2023.
  • 1,459 funds tracked by Wall St. Rank held EOG Resources as of Q4 2023.

Based on Leeward Financial Partners's 13F filing for Q4 2023, filed 26 Jan 2024.