Russell Investments Group
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Russell Investments Group’s Battalion Oil BATL Stock Holding History

Russell Investments Group’s Portfolio BATL Stock Details BATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-28,848
Closed -$280K – 3296
2022
Q4 		$280K Sell
28,848
-4,418
-13% -$52.5K ﹤0.01% 2482
2022
Q3 		$395K Buy
+33,266
New +$375K ﹤0.01% 2335

Other funds holding BATL

LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
LIA
LSP Investment Advisors New York $138M AUM 21.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Russell Investments Group's BATL Position: Q1 2023 in Review

Russell Investments Group sold out of Battalion Oil (BATL) in Q1 2023, closing a stake of 28,848 shares — an estimated $280K sold.

Russell Investments Group first reported a position in BATL in Q3 2022 and held it in 2 quarters. The position peaked at $395K in Q3 2022. 46 funds tracked by Wall St. Rank hold BATL as of Q1 2023.

  • Russell Investments Group reported no remaining Battalion Oil position as of Q1 2023 after selling out during the quarter.
  • Russell Investments Group sold 28,848 Battalion Oil shares in Q1 2023, an estimated $280K.
  • Russell Investments Group first reported a position in Battalion Oil in Q3 2022 and held it in 2 quarters.
  • Russell Investments Group's Battalion Oil position peaked at $395K in Q3 2022.
  • 46 funds tracked by Wall St. Rank held Battalion Oil as of Q1 2023.

Based on Russell Investments Group's 13F filing for Q1 2023, filed 9 May 2023.