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SailingStone Capital Partners’s Cheniere Energy LNG Stock Holding History

SailingStone Capital Partners’s Portfolio LNG Stock Details LNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,305
Closed -$3.27M – 15
2024
Q1 		$3.27M Sell
20,305
-70
-0.3% -$11.3K 1.19% 12
2023
Q4 		$3.48M Sell
20,375
-6,946
-25% -$1.19M 1.28% 12
2023
Q3 		$4.62M Hold
27,321
– – 1.36% 12
2023
Q2 		$4.13M Hold
27,321
– – 1.15% 13
2023
Q1 		$4.29M Hold
27,321
– – 1.53% 11
2022
Q4 		$4.28M Sell
27,321
-44
-0.2% -$7.36K 1.43% 11
2022
Q3 		$4.5M Sell
27,365
-11,560
-30% -$1.75M 1.17% 12
2022
Q2 		$6.7M Sell
38,925
-22,505
-37% -$3.07M 1.71% 11
2022
Q1 		$8.52M Sell
61,430
-69,110
-53% -$8.4M 1.77% 10
2021
Q4 		$13.2M Buy
130,540
+31,570
+32% +$3.29M 3.86% 9
2021
Q3 		$9.67M Sell
98,970
-18,780
-16% -$1.64M 2.44% 8
2021
Q2 		$10.2M Buy
117,750
+12,189
+12% +$991K 2% 9
2021
Q1 		$7.6M Buy
105,561
+23,670
+29% +$1.62M 1.78% 7
2020
Q4 		$4.92M Buy
81,891
+21,871
+36% +$1.17M 1.63% 8
2020
Q3 		$2.78M Hold
60,020
– – 1.07% 8
2020
Q2 		$2.9M Buy
60,020
+9,620
+19% +$420K 1.08% 10
2020
Q1 		$1.69M Sell
50,400
-6,480
-11% -$332K 0.95% 11
2019
Q4 		$3.47M Sell
56,880
-14,210
-20% -$875K 0.8% 13
2019
Q3 		$4.48M Buy
+71,090
New +$4.55M 1.14% 12

Other funds holding LNG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

SailingStone Capital Partners's LNG Position: Q2 2024 in Review

SailingStone Capital Partners sold out of Cheniere Energy (LNG) in Q2 2024, closing a stake of 20,305 shares — an estimated $3.27M sold.

SailingStone Capital Partners first reported a position in LNG in Q3 2019 and held it in 19 quarters. The position peaked at $13.2M in Q4 2021. 989 funds tracked by Wall St. Rank hold LNG as of Q2 2024.

  • SailingStone Capital Partners reported no remaining Cheniere Energy position as of Q2 2024 after selling out during the quarter.
  • SailingStone Capital Partners sold 20,305 Cheniere Energy shares in Q2 2024, an estimated $3.27M.
  • SailingStone Capital Partners first reported a position in Cheniere Energy in Q3 2019 and held it in 19 quarters.
  • SailingStone Capital Partners's Cheniere Energy position peaked at $13.2M in Q4 2021.
  • 989 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2024.

Based on SailingStone Capital Partners's 13F filing for Q2 2024, filed 14 Aug 2024.