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Montag & Associates’s T1 Energy TE Stock Holding History

Montag & Associates’s Portfolio TE Stock Details TE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,600
Closed -$7.82K – 942
2023
Q3 		$7.82K Hold
1,600
– – ﹤0.01% 769
2023
Q2 		$15K Hold
1,600
– – ﹤0.01% 704
2023
Q1 		$14.2K Buy
1,600
+800
+100% +$6.95K ﹤0.01% 701
2022
Q4 		$6.94K Hold
800
– – ﹤0.01% 783
2022
Q3 		$11K Buy
+800
New +$8.94K ﹤0.01% 728

Other funds holding TE

ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RCP
RIT Capital Partners London, United Kingdom $621M AUM 14.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Montag & Associates's TE Position: Q4 2023 in Review

Montag & Associates sold out of T1 Energy (TE) in Q4 2023, closing a stake of 1,600 shares — an estimated $7.82K sold.

Montag & Associates first reported a position in TE in Q3 2022 and held it in 5 quarters. The position peaked at $15K in Q2 2023. 102 funds tracked by Wall St. Rank hold TE as of Q4 2023.

  • Montag & Associates reported no remaining T1 Energy position as of Q4 2023 after selling out during the quarter.
  • Montag & Associates sold 1,600 T1 Energy shares in Q4 2023, an estimated $7.82K.
  • Montag & Associates first reported a position in T1 Energy in Q3 2022 and held it in 5 quarters.
  • Montag & Associates's T1 Energy position peaked at $15K in Q2 2023.
  • 102 funds tracked by Wall St. Rank held T1 Energy as of Q4 2023.

Based on Montag & Associates's 13F filing for Q4 2023, filed 7 Feb 2024.