Yorktown Management & Research Company’s SandRidge Energy SD Stock Holding History

Yorktown Management & Research Company’s Portfolio SD Stock Details SD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-28,500	Closed	-$446K	–	225
2023 Q3	$446K	Hold	28,500	–	–	0.5%	65
2023 Q2	$435K	Sell	28,500 -9,300	-25%	-$137K	0.47%	83
2023 Q1	$545K	Buy	37,800 +18,900	+100%	+$289K	0.59%	50
2022 Q4	$322K	Buy	+18,900	New	+$354K	0.39%	123

Other funds holding SD

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Yorktown Management & Research Company's SD Position: Q4 2023 in Review

Yorktown Management & Research Company sold out of SandRidge Energy (SD) in Q4 2023, closing a stake of 28,500 shares — an estimated $446K sold.

Yorktown Management & Research Company first reported a position in SD in Q4 2022 and held it in 4 quarters. The position peaked at $545K in Q1 2023. 145 funds tracked by Wall St. Rank hold SD as of Q4 2023.

Yorktown Management & Research Company reported no remaining SandRidge Energy position as of Q4 2023 after selling out during the quarter.
Yorktown Management & Research Company sold 28,500 SandRidge Energy shares in Q4 2023, an estimated $446K.
Yorktown Management & Research Company first reported a position in SandRidge Energy in Q4 2022 and held it in 4 quarters.
Yorktown Management & Research Company's SandRidge Energy position peaked at $545K in Q1 2023.
145 funds tracked by Wall St. Rank held SandRidge Energy as of Q4 2023.

Based on Yorktown Management & Research Company's 13F filing for Q4 2023, filed 26 Jan 2024.