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Michelson Medical Research Foundation’s California Resources CRC Stock Holding History

Michelson Medical Research Foundation’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-58,450
Closed -$3.22M – 28
2024
Q1 		$3.22M Hold
58,450
– – 1.95% 16
2023
Q4 		$3.2M Hold
58,450
– – 2.11% 16
2023
Q3 		$3.27M Hold
58,450
– – 2.21% 16
2023
Q2 		$2.65M Hold
58,450
– – 1.88% 14
2023
Q1 		$2.25M Hold
58,450
– – 1.76% 15
2022
Q4 		$2.54M Buy
+58,450
New +$2.56M 1.65% 17

Other funds holding CRC

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
GDS
Gimbel Daniel Scott $333M AUM 16.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Michelson Medical Research Foundation's CRC Position: Q2 2024 in Review

Michelson Medical Research Foundation sold out of California Resources (CRC) in Q2 2024, closing a stake of 58,450 shares — an estimated $3.22M sold.

Michelson Medical Research Foundation first reported a position in CRC in Q4 2022 and held it in 6 quarters. The position peaked at $3.27M in Q3 2023. 259 funds tracked by Wall St. Rank hold CRC as of Q2 2024.

  • Michelson Medical Research Foundation reported no remaining California Resources position as of Q2 2024 after selling out during the quarter.
  • Michelson Medical Research Foundation sold 58,450 California Resources shares in Q2 2024, an estimated $3.22M.
  • Michelson Medical Research Foundation first reported a position in California Resources in Q4 2022 and held it in 6 quarters.
  • Michelson Medical Research Foundation's California Resources position peaked at $3.27M in Q3 2023.
  • 259 funds tracked by Wall St. Rank held California Resources as of Q2 2024.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2024, filed 14 Aug 2024.