Navellier & Associates’s Petrobras PBR Stock Holding History

Navellier & 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 Q2	–	Sell	-213,673	Closed	-$2.23M	–	295
2023 Q1	$2.23M	Sell	213,673 -5,718	-3%	-$62.2K	0.47%	80
2022 Q4	$2.34M	Sell	219,391 -7,223	-3%	-$87.2K	0.48%	75
2022 Q3	$2.8M	Sell	226,614 -1,121	-0.5%	-$14.8K	0.62%	50
2022 Q2	$2.66M	Buy	+227,735	New	+$3.15M	0.57%	65
2019 Q1	–	Sell	-5,020	Closed	-$65K	–	265
2018 Q4	$65K	Hold	5,020	–	–	0.01%	225
2018 Q3	$61K	Hold	5,020	–	–	0.01%	285
2018 Q2	$50K	Hold	5,020	–	–	0.01%	296
2018 Q1	$71K	Buy	5,020 +485	+11%	+$6.38K	0.01%	288
2017 Q4	$47K	Buy	4,535 +1,879	+71%	+$19.2K	0.01%	286
2017 Q3	$27K	Buy	+2,656	New	+$24.1K	0.01%	227
2016 Q4	–	Sell	-611	Closed	-$6K	–	312
2016 Q3	$6K	Buy	+611	New	+$5.36K	﹤0.01%	259
2015 Q1	–	Sell	-26,888	Closed	-$196K	–	371
2014 Q4	$196K	Sell	26,888 -9,762	-27%	-$105K	0.01%	314
2014 Q3	$520K	Sell	36,650 -3,405	-9%	-$57K	0.03%	176
2014 Q2	$586K	Buy	+40,055	New	+$583K	0.03%	163

Other funds holding PBR

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

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Navellier & Associates's PBR Position: Q2 2023 in Review

Navellier & Associates sold out of Petrobras (PBR) in Q2 2023, closing a stake of 213,673 shares — an estimated $2.23M sold.

Navellier & Associates first reported a position in PBR in Q2 2014 and held it in 14 quarters. The position peaked at $2.8M in Q3 2022. 399 funds tracked by Wall St. Rank hold PBR as of Q2 2023.

Navellier & Associates reported no remaining Petrobras position as of Q2 2023 after selling out during the quarter.
Navellier & Associates sold 213,673 Petrobras shares in Q2 2023, an estimated $2.23M.
Navellier & Associates first reported a position in Petrobras in Q2 2014 and held it in 14 quarters.
Navellier & Associates's Petrobras position peaked at $2.8M in Q3 2022.
399 funds tracked by Wall St. Rank held Petrobras as of Q2 2023.

Based on Navellier & Associates's 13F filing for Q2 2023, filed 7 Aug 2023.