Montag & Associates’s Petrobras PBR Stock Holding History

Montag & Associates’s Portfolio PBR Stock Details PBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-170	Closed	-$2.35K	–	927
2023 Q2	$2.35K	Buy	+170	New	+$2.07K	﹤0.01%	859
2022 Q4	–	Hold	0	–	–	–	942

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montag & Associates's PBR Position: Q3 2023 in Review

Montag & Associates sold out of Petrobras (PBR) in Q3 2023, closing a stake of 170 shares — an estimated $2.35K sold.

Montag & Associates first reported a position in PBR in Q2 2023 and held it in 1 quarter. The position peaked at $2.35K in Q2 2023. 433 funds tracked by Wall St. Rank hold PBR as of Q3 2023.

Montag & Associates reported no remaining Petrobras position as of Q3 2023 after selling out during the quarter.
Montag & Associates sold 170 Petrobras shares in Q3 2023, an estimated $2.35K.
Montag & Associates first reported a position in Petrobras in Q2 2023 and held it in 1 quarter.
Montag & Associates's Petrobras position peaked at $2.35K in Q2 2023.
433 funds tracked by Wall St. Rank held Petrobras as of Q3 2023.

Based on Montag & Associates's 13F filing for Q3 2023, filed 9 Nov 2023.