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Triad Investment Management’s Patterson-UTI PTEN Stock Holding History

Triad Investment Management’s Portfolio PTEN Stock Details PTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$57K Hold
10,748
– – 0.06% 53
2020
Q3 		$31K Hold
10,748
– – 0.04% 50
2020
Q2 		$37K Sell
10,748
-25,997
-71% -$89.6K 0.05% 51
2020
Q1 		$86K Buy
+36,745
New +$238K 0.15% 43

Other funds holding PTEN

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Triad Investment Management's PTEN Position: Q4 2020 in Review

Triad Investment Management held its Patterson-UTI (PTEN) position steady in Q4 2020 at 10,748 shares worth $57K. The position accounts for 0.06% of the portfolio, ranked #53.

Triad Investment Management first reported a position in PTEN in Q1 2020 and has held it in 4 quarters since. The position peaked at $86K in Q1 2020. 233 funds tracked by Wall St. Rank hold PTEN as of Q4 2020.

  • Triad Investment Management held 10,748 shares of Patterson-UTI worth $57K as of Q4 2020.
  • Triad Investment Management left its Patterson-UTI share count unchanged in Q4 2020.
  • Patterson-UTI made up 0.06% of Triad Investment Management's portfolio in Q4 2020, its #53 holding.
  • Triad Investment Management first reported a position in Patterson-UTI in Q1 2020 and has held it in 4 quarters since.
  • Triad Investment Management's Patterson-UTI position peaked at $86K in Q1 2020.
  • 233 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2020.

Based on Triad Investment Management's 13F filing for Q4 2020, filed 20 Jan 2021.