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Leuthold Group’s Liberty Energy LBRT Stock Holding History

Leuthold Group’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
2024
Q2 		– Sell
-110,028
Closed -$2.28M – 196
2024
Q1 		$2.28M Sell
110,028
-231
-0.2% -$4.57K 0.26% 120
2023
Q4 		$2M Buy
110,259
+226
+0.2% +$4.29K 0.25% 113
2023
Q3 		$2.04M Buy
+110,033
New +$1.81M 0.29% 113

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leuthold Group's LBRT Position: Q2 2024 in Review

Leuthold Group sold out of Liberty Energy (LBRT) in Q2 2024, closing a stake of 110,028 shares — an estimated $2.28M sold.

Leuthold Group first reported a position in LBRT in Q3 2023 and held it in 3 quarters. The position peaked at $2.28M in Q1 2024. 331 funds tracked by Wall St. Rank hold LBRT as of Q2 2024.

  • Leuthold Group reported no remaining Liberty Energy position as of Q2 2024 after selling out during the quarter.
  • Leuthold Group sold 110,028 Liberty Energy shares in Q2 2024, an estimated $2.28M.
  • Leuthold Group first reported a position in Liberty Energy in Q3 2023 and held it in 3 quarters.
  • Leuthold Group's Liberty Energy position peaked at $2.28M in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2024.

Based on Leuthold Group's 13F filing for Q2 2024, filed 12 Aug 2024.