PMA
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Prudent Man Advisors’s Patterson-UTI PTEN Stock Holding History

Prudent Man Advisors’s Portfolio PTEN Stock Details PTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,006
Closed -$94.9K – 172
2025
Q2 		$94.9K Buy
16,006
+3,375
+27% +$20.3K 0.03% 181
2025
Q1 		$104K Hold
12,631
– – 0.04% 171
2024
Q4 		$104K Sell
12,631
-1,424
-10% -$11.4K 0.04% 167
2024
Q3 		$108K Sell
14,055
-423
-3% -$3.9K 0.04% 182
2024
Q2 		$150K Buy
14,478
+3,374
+30% +$37K 0.05% 168
2024
Q1 		$133K Sell
11,104
-616
-5% -$6.84K 0.05% 174
2023
Q4 		$127K Sell
11,720
-1,328
-10% -$16.1K 0.05% 185
2023
Q3 		$181K Buy
+13,048
New +$191K 0.07% 176

Other funds holding PTEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return