VHAM
PDCE

Van Hulzen Asset Management’s PDC Energy, Inc. PDCE Stock Holding History

Van Hulzen Asset Management’s Portfolio PDCE Stock Details PDCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,645
Closed -$812K – 340
2023
Q1 		$812K Buy
12,645
+2,313
+22% +$150K 0.08% 132
2022
Q4 		$656K Buy
10,332
+5,417
+110% +$378K 0.08% 149
2022
Q3 		$284K Buy
4,915
+215
+5% +$13.2K 0.04% 220
2022
Q2 		$290K Buy
+4,700
New +$341K 0.03% 224

Other funds holding PDCE

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Van Hulzen Asset Management's PDCE Position: Q2 2023 in Review

Van Hulzen Asset Management sold out of PDC Energy, Inc. (PDCE) in Q2 2023, closing a stake of 12,645 shares — an estimated $812K sold.

Van Hulzen Asset Management first reported a position in PDCE in Q2 2022 and held it in 4 quarters. The position peaked at $812K in Q1 2023. 365 funds tracked by Wall St. Rank hold PDCE as of Q2 2023.

  • Van Hulzen Asset Management reported no remaining PDC Energy, Inc. position as of Q2 2023 after selling out during the quarter.
  • Van Hulzen Asset Management sold 12,645 PDC Energy, Inc. shares in Q2 2023, an estimated $812K.
  • Van Hulzen Asset Management first reported a position in PDC Energy, Inc. in Q2 2022 and held it in 4 quarters.
  • Van Hulzen Asset Management's PDC Energy, Inc. position peaked at $812K in Q1 2023.
  • 365 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2023.

Based on Van Hulzen Asset Management's 13F filing for Q2 2023, filed 3 Aug 2023.