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O'Neil Global Advisors’s Tidewater TDW Stock Holding History

O'Neil Global Advisors’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,321
Closed -$628K – 96
2023
Q2 		$628K Buy
+11,321
New +$518K 0.13% 47
2023
Q1 		– Sell
-9,523
Closed -$351K – 85
2022
Q4 		$351K Buy
+9,523
New +$290K 1.62% 25

Other funds holding TDW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

O'Neil Global Advisors's TDW Position: Q3 2023 in Review

O'Neil Global Advisors sold out of Tidewater (TDW) in Q3 2023, closing a stake of 11,321 shares — an estimated $628K sold.

O'Neil Global Advisors first reported a position in TDW in Q4 2022 and held it in 2 quarters. The position peaked at $628K in Q2 2023. 264 funds tracked by Wall St. Rank hold TDW as of Q3 2023.

  • O'Neil Global Advisors reported no remaining Tidewater position as of Q3 2023 after selling out during the quarter.
  • O'Neil Global Advisors sold 11,321 Tidewater shares in Q3 2023, an estimated $628K.
  • O'Neil Global Advisors first reported a position in Tidewater in Q4 2022 and held it in 2 quarters.
  • O'Neil Global Advisors's Tidewater position peaked at $628K in Q2 2023.
  • 264 funds tracked by Wall St. Rank held Tidewater as of Q3 2023.

Based on O'Neil Global Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.