Westfield Capital Management’s PDC Energy, Inc. PDCE Stock Holding History

Westfield Capital 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	-529,512	Closed	-$34M	–	252
2023 Q1	$34M	Buy	529,512 +16,422	+3%	+$1.06M	0.24%	142
2022 Q4	$32.6M	Sell	513,090 -159,983	-24%	-$11.2M	0.25%	132
2022 Q3	$38.9M	Sell	673,073 -9,712	-1%	-$596K	0.31%	126
2022 Q2	$42.1M	Buy	682,785 +26,628	+4%	+$1.93M	0.33%	112
2022 Q1	$47.7M	Sell	656,157 -105,165	-14%	-$6.5M	0.31%	115
2021 Q4	$37.1M	Sell	761,322 -30,425	-4%	-$1.56M	0.22%	136
2021 Q3	$37.5M	Buy	791,747 +184,420	+30%	+$7.68M	0.23%	147
2021 Q2	$27.8M	Buy	+607,327	New	+$24.8M	0.17%	162

Other funds holding PDCE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Westfield Capital Management's PDCE Position: Q2 2023 in Review

Westfield Capital Management sold out of PDC Energy, Inc. (PDCE) in Q2 2023, closing a stake of 529,512 shares — an estimated $34M sold.

Westfield Capital Management first reported a position in PDCE in Q2 2021 and held it in 8 quarters. The position peaked at $47.7M in Q1 2022. 365 funds tracked by Wall St. Rank hold PDCE as of Q2 2023.

Westfield Capital Management reported no remaining PDC Energy, Inc. position as of Q2 2023 after selling out during the quarter.
Westfield Capital Management sold 529,512 PDC Energy, Inc. shares in Q2 2023, an estimated $34M.
Westfield Capital Management first reported a position in PDC Energy, Inc. in Q2 2021 and held it in 8 quarters.
Westfield Capital Management's PDC Energy, Inc. position peaked at $47.7M in Q1 2022.
365 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q2 2023.

Based on Westfield Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.