Abacus Planning Group’s Expand Energy Corp EXE Stock Holding History

Abacus Planning Group’s Portfolio EXE Stock Details EXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,000	Closed	-$471K	–	199
2022 Q3	$471K	Buy	5,000 +500	+11%	+$47K	0.14%	98
2022 Q2	$365K	Buy	4,500 +2,100	+88%	+$190K	0.11%	122
2022 Q1	$209K	Buy	+2,400	New	+$176K	0.06%	188

Other funds holding EXE

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Abacus Planning Group's EXE Position: Q4 2022 in Review

Abacus Planning Group sold out of Expand Energy Corp (EXE) in Q4 2022, closing a stake of 5,000 shares — an estimated $471K sold.

Abacus Planning Group first reported a position in EXE in Q1 2022 and held it in 3 quarters. The position peaked at $471K in Q3 2022. 491 funds tracked by Wall St. Rank hold EXE as of Q4 2022.

Abacus Planning Group reported no remaining Expand Energy Corp position as of Q4 2022 after selling out during the quarter.
Abacus Planning Group sold 5,000 Expand Energy Corp shares in Q4 2022, an estimated $471K.
Abacus Planning Group first reported a position in Expand Energy Corp in Q1 2022 and held it in 3 quarters.
Abacus Planning Group's Expand Energy Corp position peaked at $471K in Q3 2022.
491 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2022.

Based on Abacus Planning Group's 13F filing for Q4 2022, filed 19 Jan 2023.