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O'Shaughnessy Asset Management’s Baytex Energy BTE Stock Holding History

O'Shaughnessy Asset Management’s Portfolio BTE Stock Details BTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.88M Sell
421,090
-702,298
-63% -$2.59M 0.01% 911
2025
Q4 		$3.63M Buy
1,123,388
+435,997
+63% +$1.21M 0.02% 607
2025
Q3 		$1.61M Buy
687,391
+566,963
+471% +$1.22M 0.01% 916
2025
Q2 		$216K Hold
120,428
– – ﹤0.01% 1797
2025
Q1 		$267K Hold
120,428
– – ﹤0.01% 1650
2024
Q4 		$310K Sell
120,428
-3,907
-3% -$11.1K ﹤0.01% 1512
2024
Q3 		$408K Sell
124,335
-78,393
-39% -$267K ﹤0.01% 1322
2024
Q2 		$703K Buy
202,728
+93,297
+85% +$334K 0.01% 982
2024
Q1 		$395K Sell
109,431
-3,224
-3% -$10.5K ﹤0.01% 1207
2023
Q4 		$373K Sell
112,655
-87
-0.1% -$337 ﹤0.01% 1128
2023
Q3 		$497K Sell
112,742
-18,963
-14% -$74.4K 0.01% 942
2023
Q2 		$429K Buy
131,705
+20,091
+18% +$70.4K 0.01% 938
2023
Q1 		$419K Buy
+111,614
New +$413K 0.01% 926
2018
Q4 		– Sell
-1,115,270
Closed -$3.2M – 931
2018
Q3 		$3.2M Hold
1,115,270
– – 0.07% 156
2018
Q2 		$3.68M Buy
+1,115,270
New +$4.37M 0.08% 146

Other funds holding BTE

JCA
Juniper Capital Advisors Houston, Texas $332M AUM 102.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return