SIC
CVI icon

SJS Investment Consulting’s CVR Energy CVI Stock Holding History

SJS Investment Consulting’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6
Closed -$139 – 1631
2024
Q3 		$139 Sell
6
-6
-50% -$148 ﹤0.01% 1546
2024
Q2 		$322 Hold
12
– – ﹤0.01% 1418
2024
Q1 		$428 Hold
12
– – ﹤0.01% 1338
2023
Q4 		$364 Sell
12
-1
-8% -$32 ﹤0.01% 1339
2023
Q3 		$443 Buy
13
+5
+63% +$171 ﹤0.01% 1250
2023
Q2 		$240 Buy
8
+1
+14% +$27 ﹤0.01% 1370
2023
Q1 		$230 Sell
7
-3
-30% -$96 ﹤0.01% 1332
2022
Q4 		$313 Buy
10
+5
+100% +$177 ﹤0.01% 1338
2022
Q3 		$0 Buy
+5
New +$158 ﹤0.01% 1143

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SJS Investment Consulting's CVI Position: Q4 2024 in Review

SJS Investment Consulting sold out of CVR Energy (CVI) in Q4 2024, closing a stake of 6 shares — an estimated $139 sold.

SJS Investment Consulting first reported a position in CVI in Q3 2022 and held it in 9 quarters. The position peaked at $443 in Q3 2023. 192 funds tracked by Wall St. Rank hold CVI as of Q4 2024.

  • SJS Investment Consulting reported no remaining CVR Energy position as of Q4 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 6 CVR Energy shares in Q4 2024, an estimated $139.
  • SJS Investment Consulting first reported a position in CVR Energy in Q3 2022 and held it in 9 quarters.
  • SJS Investment Consulting's CVR Energy position peaked at $443 in Q3 2023.
  • 192 funds tracked by Wall St. Rank held CVR Energy as of Q4 2024.

Based on SJS Investment Consulting's 13F filing for Q4 2024, filed 21 Jan 2025.