VNIM
PDCE

Vaughan Nelson Investment Management’s PDC Energy, Inc. PDCE Stock Holding History

Vaughan Nelson Investment 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
Q3 		– Sell
-505,170
Closed -$35.9M – 251
2023
Q2 		$35.9M Buy
505,170
+178,160
+54% +$12M 0.4% 77
2023
Q1 		$21M Sell
327,010
-6,780
-2% -$439K 0.26% 106
2022
Q4 		$21.2M Sell
333,790
-94,215
-22% -$6.57M 0.27% 112
2022
Q3 		$24.7M Buy
428,005
+18,990
+5% +$1.17M 0.36% 87
2022
Q2 		$25.2M Sell
409,015
-33,435
-8% -$2.42M 0.34% 88
2022
Q1 		$32.2M Buy
442,450
+65,880
+17% +$4.07M 0.37% 82
2021
Q4 		$18.4M Sell
376,570
-201,025
-35% -$10.3M 0.19% 127
2021
Q3 		$27.4M Buy
577,595
+120,935
+26% +$5.04M 0.28% 113
2021
Q2 		$20.9M Buy
+456,660
New +$18.7M 0.21% 124

Other funds holding PDCE

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vaughan Nelson Investment Management's PDCE Position: Q3 2023 in Review

Vaughan Nelson Investment Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 505,170 shares — an estimated $35.9M sold.

Vaughan Nelson Investment Management first reported a position in PDCE in Q2 2021 and held it in 9 quarters. The position peaked at $35.9M in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

  • Vaughan Nelson Investment Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 505,170 PDC Energy, Inc. shares in Q3 2023, an estimated $35.9M.
  • Vaughan Nelson Investment Management first reported a position in PDC Energy, Inc. in Q2 2021 and held it in 9 quarters.
  • Vaughan Nelson Investment Management's PDC Energy, Inc. position peaked at $35.9M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Vaughan Nelson Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.