Advisory Research’s Expand Energy Corp EXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-226,638
Closed -$21.4M 410
2022
Q4
$21.4M Sell
226,638
-180,230
-44% -$17.9M 2.01% 9
2022
Q3
$38.3M Buy
406,868
+54,551
+15% +$5.12M 3.75% 5
2022
Q2
$28.6M Buy
+352,317
New +$31.8M 2.79% 6

Other funds holding EXE

Advisory Research's EXE Position: Q1 2023 in Review

Advisory Research sold out of Expand Energy Corp (EXE) in Q1 2023, closing a stake of 226,638 shares — an estimated $21.4M sold.

Advisory Research first reported a position in EXE in Q2 2022 and held it in 3 quarters. The position peaked at $38.3M in Q3 2022. 457 funds tracked by Wall St. Rank hold EXE as of Q1 2023.

  • Advisory Research reported no remaining Expand Energy Corp position as of Q1 2023 after selling out during the quarter.
  • Advisory Research sold 226,638 Expand Energy Corp shares in Q1 2023, an estimated $21.4M.
  • Advisory Research first reported a position in Expand Energy Corp in Q2 2022 and held it in 3 quarters.
  • Advisory Research's Expand Energy Corp position peaked at $38.3M in Q3 2022.
  • 457 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.