Sierra Ocean’s Liberty Energy LBRT Stock Holding History

Sierra Ocean’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
2025 Q1	–	Sell	-54	Closed	-$1.07K	–	1090
2024 Q4	$1.07K	Buy	+54	New	+$999	﹤0.01%	915

Other funds holding LBRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sierra Ocean's LBRT Position: Q1 2025 in Review

Sierra Ocean sold out of Liberty Energy (LBRT) in Q1 2025, closing a stake of 54 shares — an estimated $1.07K sold.

Sierra Ocean first reported a position in LBRT in Q4 2024 and held it in 1 quarter. The position peaked at $1.07K in Q4 2024. 313 funds tracked by Wall St. Rank hold LBRT as of Q1 2025.

Sierra Ocean reported no remaining Liberty Energy position as of Q1 2025 after selling out during the quarter.
Sierra Ocean sold 54 Liberty Energy shares in Q1 2025, an estimated $1.07K.
Sierra Ocean first reported a position in Liberty Energy in Q4 2024 and held it in 1 quarter.
Sierra Ocean's Liberty Energy position peaked at $1.07K in Q4 2024.
313 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2025.

Based on Sierra Ocean's 13F filing for Q1 2025, filed 29 Apr 2025.