SGM
CRGY icon

Seven Grand Managers’s Crescent Energy CRGY Stock Holding History

Seven Grand Managers’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-250,000
Closed -$2.15M – 106
2025
Q2 		$2.15M Hold
250,000
– – 0.26% 52
2025
Q1 		$2.81M Sell
250,000
-250,000
-50% -$3.44M 0.66% 29
2024
Q4 		$7.3M Buy
500,000
+100,000
+25% +$1.36M 3.34% 14
2024
Q3 		$4.38M Hold
400,000
– – 0.98% 35
2024
Q2 		$4.74M Hold
400,000
– – 2.14% 17
2024
Q1 		$4.76M Buy
+400,000
New +$4.5M 2.33% 17
2023
Q4 		– Sell
-60,247
Closed -$762K – 39
2023
Q3 		$762K Buy
+60,247
New +$737K 1.02% 21

Other funds holding CRGY

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return