PP
PHX

PDT Partners’s PHX Minerals PHX Stock Holding History

PDT Partners’s Portfolio PHX Stock Details PHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-17,009
Closed -$46K – 831
2020
Q2 		$46K Buy
+17,009
New +$63.6K ﹤0.01% 652
2015
Q3 		– Sell
-26,300
Closed -$544K – 1492
2015
Q2 		$544K Sell
26,300
-100
-0.4% -$2.14K 0.01% 948
2015
Q1 		$522K Buy
26,400
+100
+0.4% +$2.08K 0.01% 996
2014
Q4 		$612K Sell
26,300
-15,744
-37% -$332K 0.06% 419
2014
Q3 		$1.25M Buy
42,044
+30,444
+262% +$937K 0.03% 556
2014
Q2 		$325K Buy
+11,600
New +$293K 0.01% 1173

Other funds holding PHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PDT Partners's PHX Position: Q3 2020 in Review

PDT Partners sold out of PHX Minerals (PHX) in Q3 2020, closing a stake of 17,009 shares — an estimated $46K sold.

PDT Partners first reported a position in PHX in Q2 2014 and held it in 6 quarters. The position peaked at $1.25M in Q3 2014. 46 funds tracked by Wall St. Rank hold PHX as of Q3 2020.

  • PDT Partners reported no remaining PHX Minerals position as of Q3 2020 after selling out during the quarter.
  • PDT Partners sold 17,009 PHX Minerals shares in Q3 2020, an estimated $46K.
  • PDT Partners first reported a position in PHX Minerals in Q2 2014 and held it in 6 quarters.
  • PDT Partners's PHX Minerals position peaked at $1.25M in Q3 2014.
  • 46 funds tracked by Wall St. Rank held PHX Minerals as of Q3 2020.

Based on PDT Partners's 13F filing for Q3 2020, filed 16 Nov 2020.