TF
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Trek Financial’s SandRidge Energy SD Stock Holding History

Trek Financial’s Portfolio SD Stock Details SD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-198,019
Closed -$2.71M – 433
2023
Q4 		$2.71M Sell
198,019
-210,923
-52% -$3.12M 0.24% 82
2023
Q3 		$6.4M Buy
408,942
+4,333
+1% +$69.4K 0.59% 46
2023
Q2 		$6.17M Buy
404,609
+15,997
+4% +$235K 0.54% 48
2023
Q1 		$5.6M Buy
388,612
+154,638
+66% +$2.36M 0.52% 47
2022
Q4 		$3.98M Buy
233,974
+43,575
+23% +$815K 0.4% 61
2022
Q3 		$3.1M Buy
190,399
+24,597
+15% +$444K 0.33% 65
2022
Q2 		$2.6M Buy
165,802
+17,891
+12% +$358K 0.27% 61
2022
Q1 		$2.37M Buy
+147,911
New +$1.91M 0.21% 64

Other funds holding SD

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return