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MassMutual Private Wealth & Trust’s Ring Energy REI Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-162
Closed -$316 – 2067
2023
Q3 		$316 Hold
162
– – ﹤0.01% 1886
2023
Q2 		$277 Buy
162
+19
+13% +$35 ﹤0.01% 1850
2023
Q1 		$272 Buy
+143
New +$308 ﹤0.01% 1750

Other funds holding REI

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

MassMutual Private Wealth & Trust's REI Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of Ring Energy (REI) in Q4 2023, closing a stake of 162 shares — an estimated $316 sold.

MassMutual Private Wealth & Trust first reported a position in REI in Q1 2023 and held it in 3 quarters. The position peaked at $316 in Q3 2023. 137 funds tracked by Wall St. Rank hold REI as of Q4 2023.

  • MassMutual Private Wealth & Trust reported no remaining Ring Energy position as of Q4 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 162 Ring Energy shares in Q4 2023, an estimated $316.
  • MassMutual Private Wealth & Trust first reported a position in Ring Energy in Q1 2023 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Ring Energy position peaked at $316 in Q3 2023.
  • 137 funds tracked by Wall St. Rank held Ring Energy as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.