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New Generation Advisors’s Battalion Oil BATL Stock Holding History

New Generation Advisors’s Portfolio BATL Stock Details BATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-9,456
Closed -$90K – 23
2020
Q2 		$90K Sell
9,456
-92,092
-91% -$589K 0.23% 22
2020
Q1 		$475K Buy
+101,548
New +$603K 1.45% 15

Other funds holding BATL

LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
LIA
LSP Investment Advisors New York $109M AUM 0.12% 1-Year Est. Return
LPC
Lion Point Capital New York $20.9M AUM 195.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New Generation Advisors's BATL Position: Q3 2020 in Review

New Generation Advisors sold out of Battalion Oil (BATL) in Q3 2020, closing a stake of 9,456 shares — an estimated $90K sold.

New Generation Advisors first reported a position in BATL in Q1 2020 and held it in 2 quarters. The position peaked at $475K in Q1 2020. 27 funds tracked by Wall St. Rank hold BATL as of Q3 2020.

  • New Generation Advisors reported no remaining Battalion Oil position as of Q3 2020 after selling out during the quarter.
  • New Generation Advisors sold 9,456 Battalion Oil shares in Q3 2020, an estimated $90K.
  • New Generation Advisors first reported a position in Battalion Oil in Q1 2020 and held it in 2 quarters.
  • New Generation Advisors's Battalion Oil position peaked at $475K in Q1 2020.
  • 27 funds tracked by Wall St. Rank held Battalion Oil as of Q3 2020.

Based on New Generation Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.