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Systematic Financial Management’s Liberty Energy LBRT Stock Holding History

Systematic Financial Management’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
2024
Q4 		– Sell
-37,963
Closed -$725K – 293
2024
Q3 		$725K Buy
+37,963
New +$784K 0.02% 246

Other funds holding LBRT

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Systematic Financial Management's LBRT Position: Q4 2024 in Review

Systematic Financial Management sold out of Liberty Energy (LBRT) in Q4 2024, closing a stake of 37,963 shares — an estimated $725K sold.

Systematic Financial Management first reported a position in LBRT in Q3 2024 and held it in 1 quarter. The position peaked at $725K in Q3 2024. 326 funds tracked by Wall St. Rank hold LBRT as of Q4 2024.

  • Systematic Financial Management reported no remaining Liberty Energy position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 37,963 Liberty Energy shares in Q4 2024, an estimated $725K.
  • Systematic Financial Management first reported a position in Liberty Energy in Q3 2024 and held it in 1 quarter.
  • Systematic Financial Management's Liberty Energy position peaked at $725K in Q3 2024.
  • 326 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.