LI
PDCE

Leeward Investments’s PDC Energy, Inc. PDCE Stock Holding History

Leeward Investments’s Portfolio PDCE Stock Details PDCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-289,391
Closed -$20.6M – 147
2023
Q2 		$20.6M Sell
289,391
-7,902
-3% -$534K 0.97% 24
2023
Q1 		$19.1M Sell
297,293
-14,008
-4% -$906K 0.87% 33
2022
Q4 		$19.8M Sell
311,301
-1,738
-0.6% -$121K 0.88% 36
2022
Q3 		$18.1M Sell
313,039
-6,562
-2% -$403K 0.86% 36
2022
Q2 		$19.7M Sell
319,601
-9,501
-3% -$688K 0.9% 30
2022
Q1 		$23.9M Buy
+329,102
New +$20.4M 0.95% 29

Other funds holding PDCE

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Leeward Investments's PDCE Position: Q3 2023 in Review

Leeward Investments sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 289,391 shares — an estimated $20.6M sold.

Leeward Investments first reported a position in PDCE in Q1 2022 and held it in 6 quarters. The position peaked at $23.9M in Q1 2022. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Leeward Investments reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Leeward Investments sold 289,391 PDC Energy, Inc. shares in Q3 2023, an estimated $20.6M.
  • Leeward Investments first reported a position in PDC Energy, Inc. in Q1 2022 and held it in 6 quarters.
  • Leeward Investments's PDC Energy, Inc. position peaked at $23.9M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Leeward Investments's 13F filing for Q3 2023, filed 11 Oct 2023.