WC
VTLE

Waterloo Capital’s Vital Energy VTLE Stock Holding History

Waterloo Capital’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$41K Buy
+5,378
New +$156K 0.03% 154

Other funds holding VTLE

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Waterloo Capital's VTLE Position: Q1 2020 in Review

Waterloo Capital opened a new position in Vital Energy (VTLE) in Q1 2020: 5,378 shares worth $41K. The stake represents 0.03% of the portfolio and ranks #154 among its holdings.

145 funds tracked by Wall St. Rank hold VTLE as of Q1 2020.

  • Waterloo Capital held 5,378 shares of Vital Energy worth $41K as of Q1 2020.
  • Vital Energy was a new Waterloo Capital position in Q1 2020.
  • Vital Energy made up 0.03% of Waterloo Capital's portfolio in Q1 2020, its #154 holding.
  • 145 funds tracked by Wall St. Rank held Vital Energy as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.