SevenBridge Financial Group’s Chord Energy CHRD Stock Holding History

SevenBridge Financial Group’s Portfolio CHRD Stock Details CHRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,000	Closed	-$263K	–	224
2024 Q3	$263K	Hold	2,000	–	–	0.05%	192
2024 Q2	$306K	Sell	2,000 -300	-13%	-$53.2K	0.07%	166
2024 Q1	$405K	Hold	2,300	–	–	0.09%	145
2023 Q4	$382K	Buy	+2,300	New	+$376K	0.09%	143
2017 Q4	–	Sell	-2,000	Closed	-$18K	–	623
2017 Q3	$18K	Hold	2,000	–	–	0.01%	385
2017 Q2	$16K	Hold	2,000	–	–	0.01%	405
2017 Q1	$28K	Hold	2,000	–	–	0.02%	325
2016 Q4	$22K	Hold	2,000	–	–	0.02%	352
2016 Q3	$22K	Hold	2,000	–	–	0.02%	350
2016 Q2	$19K	Buy	+2,000	New	+$18.9K	0.01%	414

Other funds holding CHRD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SevenBridge Financial Group's CHRD Position: Q4 2024 in Review

SevenBridge Financial Group sold out of Chord Energy (CHRD) in Q4 2024, closing a stake of 2,000 shares — an estimated $263K sold.

SevenBridge Financial Group first reported a position in CHRD in Q2 2016 and held it in 10 quarters. The position peaked at $405K in Q1 2024. 466 funds tracked by Wall St. Rank hold CHRD as of Q4 2024.

SevenBridge Financial Group reported no remaining Chord Energy position as of Q4 2024 after selling out during the quarter.
SevenBridge Financial Group sold 2,000 Chord Energy shares in Q4 2024, an estimated $263K.
SevenBridge Financial Group first reported a position in Chord Energy in Q2 2016 and held it in 10 quarters.
SevenBridge Financial Group's Chord Energy position peaked at $405K in Q1 2024.
466 funds tracked by Wall St. Rank held Chord Energy as of Q4 2024.

Based on SevenBridge Financial Group's 13F filing for Q4 2024, filed 12 Feb 2025.