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McAdam LLC’s Ring Energy REI Stock Holding History

McAdam LLC’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
2025
Q2 		– Sell
-20,692
Closed -$23.8K – 386
2025
Q1 		$23.8K Buy
20,692
+6,207
+43% +$8.1K ﹤0.01% 340
2024
Q4 		$19.7K Sell
14,485
-5,107
-26% -$7.67K ﹤0.01% 350
2024
Q3 		$31.3K Buy
19,592
+5,152
+36% +$9.21K ﹤0.01% 325
2024
Q2 		$24.4K Sell
14,440
-984
-6% -$1.81K ﹤0.01% 312
2024
Q1 		$30.2K Buy
+15,424
New +$22.9K ﹤0.01% 296
2018
Q2 		– Sell
-62
Closed -$1K – 773
2018
Q1 		$1K Buy
+62
New +$902 ﹤0.01% 685

Other funds holding REI

WP
Warburg Pincus New York $343M AUM 18.86% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return