TIM
PR

Triad Investment Management’s Permian Resources PR Stock Holding History

Triad Investment Management’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$182K Sell
10,294
-3,763
-27% -$55.2K 0.22% 40
2023
Q4 		$191K Sell
14,057
-274
-2% -$3.75K 0.25% 42
2023
Q3 		$200K Sell
14,331
-1,910
-12% -$24K 0.29% 43
2023
Q2 		$178K Hold
16,241
– – 0.25% 53
2023
Q1 		$171K Hold
16,241
– – 0.25% 55
2022
Q4 		$153K Sell
16,241
-8,002
-33% -$76.6K 0.24% 50
2022
Q3 		$165K Hold
24,243
– – 0.29% 51
2022
Q2 		$145K Hold
24,243
– – 0.21% 56
2022
Q1 		$196K Sell
24,243
-4,244
-15% -$33.5K 0.19% 59
2021
Q4 		$170K Buy
+28,487
New +$194K 0.15% 61
2020
Q4 		$117K Buy
77,746
+9,117
+13% +$9.45K 0.13% 51
2020
Q3 		$41K Hold
68,629
– – 0.06% 48
2020
Q2 		$61K Sell
68,629
-15,683
-19% -$13.8K 0.08% 49
2020
Q1 		$22K Buy
+84,312
New +$214K 0.04% 46

Other funds holding PR

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
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Triad Investment Management's PR Position: Q1 2024 in Review

Triad Investment Management reduced its Permian Resources (PR) stake by 27% in Q1 2024, selling an estimated $55.2K and leaving 10,294 shares worth $182K. The position accounts for 0.22% of the portfolio, ranked #40.

Triad Investment Management first reported a position in PR in Q1 2020 and has held it in 14 quarters since. The position peaked at $200K in Q3 2023. 433 funds tracked by Wall St. Rank hold PR as of Q1 2024.

  • Triad Investment Management held 10,294 shares of Permian Resources worth $182K as of Q1 2024.
  • Triad Investment Management sold 3,763 Permian Resources shares in Q1 2024, an estimated $55.2K.
  • Permian Resources made up 0.22% of Triad Investment Management's portfolio in Q1 2024, its #40 holding.
  • Triad Investment Management first reported a position in Permian Resources in Q1 2020 and has held it in 14 quarters since.
  • Triad Investment Management's Permian Resources position peaked at $200K in Q3 2023.
  • 433 funds tracked by Wall St. Rank held Permian Resources as of Q1 2024.

Based on Triad Investment Management's 13F filing for Q1 2024, filed 12 Apr 2024.