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Naples Money Management’s Chord Energy CHRD Stock Holding History

Naples Money Management’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.04K Sell
8
-1
-11% -$153 ﹤0.01% 344
2024
Q2 		$1.53K Hold
9
– – ﹤0.01% 336
2024
Q1 		$1.6K Sell
9
-2
-18% -$322 ﹤0.01% 331
2023
Q4 		$1.83K Buy
+11
New +$1.8K ﹤0.01% 337

Other funds holding CHRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Naples Money Management's CHRD Position: Q3 2024 in Review

Naples Money Management reduced its Chord Energy (CHRD) stake by 11% in Q3 2024, selling an estimated $153 and leaving 8 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Naples Money Management first reported a position in CHRD in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.83K in Q4 2023. 496 funds tracked by Wall St. Rank hold CHRD as of Q3 2024.

  • Naples Money Management held 8 shares of Chord Energy worth $1.04K as of Q3 2024.
  • Naples Money Management sold 1 Chord Energy share in Q3 2024, an estimated $153.
  • Chord Energy made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #344 holding.
  • Naples Money Management first reported a position in Chord Energy in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Chord Energy position peaked at $1.83K in Q4 2023.
  • 496 funds tracked by Wall St. Rank held Chord Energy as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.