Moody Aldrich Partners’s Veren VRN Stock Holding History

Moody Aldrich Partners’s Portfolio VRN Stock Details VRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-346,200	Closed	-$2.88M	–	227
2023 Q3	$2.88M	Buy	+346,200	New	+$2.76M	0.55%	70

Other funds holding VRN

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moody Aldrich Partners's VRN Position: Q4 2023 in Review

Moody Aldrich Partners sold out of Veren (VRN) in Q4 2023, closing a stake of 346,200 shares — an estimated $2.88M sold.

Moody Aldrich Partners first reported a position in VRN in Q3 2023 and held it in 1 quarter. The position peaked at $2.88M in Q3 2023. 194 funds tracked by Wall St. Rank hold VRN as of Q4 2023.

Moody Aldrich Partners reported no remaining Veren position as of Q4 2023 after selling out during the quarter.
Moody Aldrich Partners sold 346,200 Veren shares in Q4 2023, an estimated $2.88M.
Moody Aldrich Partners first reported a position in Veren in Q3 2023 and held it in 1 quarter.
Moody Aldrich Partners's Veren position peaked at $2.88M in Q3 2023.
194 funds tracked by Wall St. Rank held Veren as of Q4 2023.

Based on Moody Aldrich Partners's 13F filing for Q4 2023, filed 26 Jan 2024.