Phoenix Financial’s LandBridge Co LB Stock Holding History

Phoenix Financial’s Portfolio LB Stock Details LB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,909	Closed	-$309K	–	407
2024 Q3	$309K	Buy	+7,909	New	+$266K	﹤0.01%	291

Other funds holding LB

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Phoenix Financial's LB Position: Q4 2024 in Review

Phoenix Financial sold out of LandBridge Co (LB) in Q4 2024, closing a stake of 7,909 shares — an estimated $309K sold.

Phoenix Financial first reported a position in LB in Q3 2024 and held it in 1 quarter. The position peaked at $309K in Q3 2024. 124 funds tracked by Wall St. Rank hold LB as of Q4 2024.

Phoenix Financial reported no remaining LandBridge Co position as of Q4 2024 after selling out during the quarter.
Phoenix Financial sold 7,909 LandBridge Co shares in Q4 2024, an estimated $309K.
Phoenix Financial first reported a position in LandBridge Co in Q3 2024 and held it in 1 quarter.
Phoenix Financial's LandBridge Co position peaked at $309K in Q3 2024.
124 funds tracked by Wall St. Rank held LandBridge Co as of Q4 2024.

Based on Phoenix Financial's 13F filing for Q4 2024, filed 13 Feb 2025.