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Summit Securities Group’s Battalion Oil BATL Stock Holding History

Summit Securities Group’s Portfolio BATL Stock Details BATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,500
Closed -$5K – 580
2024
Q2 		$5K Buy
1,500
+500
+50% +$2.67K ﹤0.01% 486
2024
Q1 		$6K Buy
+1,000
New +$6.96K ﹤0.01% 365

Other funds holding BATL

LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
LIA
LSP Investment Advisors New York $138M AUM 21.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VAM
Vazirani Asset Management New York $43.4M AUM 84.05% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Summit Securities Group's BATL Position: Q3 2024 in Review

Summit Securities Group sold out of Battalion Oil (BATL) in Q3 2024, closing a stake of 1,500 shares — an estimated $5K sold.

Summit Securities Group first reported a position in BATL in Q1 2024 and held it in 2 quarters. The position peaked at $6K in Q1 2024. 34 funds tracked by Wall St. Rank hold BATL as of Q3 2024.

  • Summit Securities Group reported no remaining Battalion Oil position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 1,500 Battalion Oil shares in Q3 2024, an estimated $5K.
  • Summit Securities Group first reported a position in Battalion Oil in Q1 2024 and held it in 2 quarters.
  • Summit Securities Group's Battalion Oil position peaked at $6K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held Battalion Oil as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.