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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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.