PIM
VTLE

Platinum Investment Management’s Vital Energy VTLE Stock Holding History

Platinum Investment Management’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,079
Closed -$48.4K – 148
2024
Q2 		$48.4K Buy
1,079
+222
+26% +$11.1K ﹤0.01% 130
2024
Q1 		$45K Hold
857
– – ﹤0.01% 137
2023
Q4 		$39K Hold
857
– – ﹤0.01% 139
2023
Q3 		$47.5K Sell
857
-208
-20% -$11.2K ﹤0.01% 136
2023
Q2 		$48.1K Buy
1,065
+216
+25% +$9.76K ﹤0.01% 136
2023
Q1 		$38.7K Buy
849
+3
+0.4% +$150 ﹤0.01% 144
2022
Q4 		$43.5K Buy
846
+223
+36% +$13.8K ﹤0.01% 129
2022
Q3 		$39K Buy
623
+95
+18% +$6.76K ﹤0.01% 127
2022
Q2 		$36K Buy
528
+5
+1% +$401 ﹤0.01% 128
2022
Q1 		$41K Buy
+523
New +$37.9K ﹤0.01% 133

Other funds holding VTLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Platinum Investment Management's VTLE Position: Q3 2024 in Review

Platinum Investment Management sold out of Vital Energy (VTLE) in Q3 2024, closing a stake of 1,079 shares — an estimated $48.4K sold.

Platinum Investment Management first reported a position in VTLE in Q1 2022 and held it in 10 quarters. The position peaked at $48.4K in Q2 2024. 220 funds tracked by Wall St. Rank hold VTLE as of Q3 2024.

  • Platinum Investment Management reported no remaining Vital Energy position as of Q3 2024 after selling out during the quarter.
  • Platinum Investment Management sold 1,079 Vital Energy shares in Q3 2024, an estimated $48.4K.
  • Platinum Investment Management first reported a position in Vital Energy in Q1 2022 and held it in 10 quarters.
  • Platinum Investment Management's Vital Energy position peaked at $48.4K in Q2 2024.
  • 220 funds tracked by Wall St. Rank held Vital Energy as of Q3 2024.

Based on Platinum Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.