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

Yousif 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 Q3	–	Sell	-44,723	Closed	-$3.18M	–	2010
2023 Q2	$3.18M	Sell	44,723 -3,955	-8%	-$267K	0.04%	516
2023 Q1	$3.12M	Sell	48,678 -200	-0.4%	-$12.9K	0.04%	509
2022 Q4	$3.1M	Sell	48,878 -1,461	-3%	-$102K	0.04%	505
2022 Q3	$2.91M	Sell	50,339 -4,445	-8%	-$273K	0.04%	493
2022 Q2	$3.38M	Buy	54,784 +1,095	+2%	+$79.3K	0.04%	468
2022 Q1	$3.9M	Sell	53,689 -36,983	-41%	-$2.29M	0.04%	486
2021 Q4	$4.42M	Buy	+90,672	New	+$4.65M	0.05%	449

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 $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Yousif Capital Management's PDCE Position: Q3 2023 in Review

Yousif Capital Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 44,723 shares — an estimated $3.18M sold.

Yousif Capital Management first reported a position in PDCE in Q4 2021 and held it in 7 quarters. The position peaked at $4.42M in Q4 2021. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

Yousif Capital Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
Yousif Capital Management sold 44,723 PDC Energy, Inc. shares in Q3 2023, an estimated $3.18M.
Yousif Capital Management first reported a position in PDC Energy, Inc. in Q4 2021 and held it in 7 quarters.
Yousif Capital Management's PDC Energy, Inc. position peaked at $4.42M in Q4 2021.
4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Yousif Capital Management's 13F filing for Q3 2023, filed 30 Oct 2023.