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Psagot Value Holdings’s Liberty Energy LBRT Stock Holding History

Psagot Value Holdings’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-427
Closed -$8K – 341
2023
Q4 		$8K Sell
427
-16
-4% -$304 ﹤0.01% 367
2023
Q3 		$8K Buy
443
+321
+263% +$5.29K ﹤0.01% 338
2023
Q2 		$2K Sell
122
-1
-0.8% -$13 ﹤0.01% 455
2023
Q1 		$2K Buy
+123
New +$1.82K ﹤0.01% 418

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Psagot Value Holdings's LBRT Position: Q1 2024 in Review

Psagot Value Holdings sold out of Liberty Energy (LBRT) in Q1 2024, closing a stake of 427 shares — an estimated $8K sold.

Psagot Value Holdings first reported a position in LBRT in Q1 2023 and held it in 4 quarters. The position peaked at $8K in Q4 2023. 337 funds tracked by Wall St. Rank hold LBRT as of Q1 2024.

  • Psagot Value Holdings reported no remaining Liberty Energy position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 427 Liberty Energy shares in Q1 2024, an estimated $8K.
  • Psagot Value Holdings first reported a position in Liberty Energy in Q1 2023 and held it in 4 quarters.
  • Psagot Value Holdings's Liberty Energy position peaked at $8K in Q4 2023.
  • 337 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.