MPM
PDCE

Meritage Portfolio Management’s PDC Energy, Inc. PDCE Stock Holding History

Meritage Portfolio Management’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
-10,004
Closed -$712K – 356
2023
Q2 		$712K Buy
10,004
+1,627
+19% +$110K 0.05% 209
2023
Q1 		$538K Sell
8,377
-288
-3% -$18.6K 0.04% 205
2022
Q4 		$550K Buy
8,665
+298
+4% +$20.8K 0.04% 210
2022
Q3 		$484K Buy
8,367
+29
+0.3% +$1.78K 0.04% 214
2022
Q2 		$514K Sell
8,338
-7
-0.1% -$507 0.04% 210
2022
Q1 		$607K Buy
8,345
+865
+12% +$53.5K 0.04% 215
2021
Q4 		$365K Buy
7,480
+2,128
+40% +$109K 0.02% 239
2021
Q3 		$254K Buy
+5,352
New +$223K 0.02% 267

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Meritage Portfolio Management's PDCE Position: Q3 2023 in Review

Meritage Portfolio Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 10,004 shares — an estimated $712K sold.

Meritage Portfolio Management first reported a position in PDCE in Q3 2021 and held it in 8 quarters. The position peaked at $712K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Meritage Portfolio Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Meritage Portfolio Management sold 10,004 PDC Energy, Inc. shares in Q3 2023, an estimated $712K.
  • Meritage Portfolio Management first reported a position in PDC Energy, Inc. in Q3 2021 and held it in 8 quarters.
  • Meritage Portfolio Management's PDC Energy, Inc. position peaked at $712K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Meritage Portfolio Management's 13F filing for Q3 2023, filed 30 Oct 2023.