Artisan Partners’s Expand Energy Corp EXE Stock Holding History

Artisan Partners’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
2023 Q1	–	Sell	-59,583	Closed	-$5.62M	–	352
2022 Q4	$5.62M	Sell	59,583 -9,579	-14%	-$949K	0.01%	293
2022 Q3	$6.52M	Sell	69,162 -11,434	-14%	-$1.07M	0.01%	291
2022 Q2	$6.54M	Buy	+80,596	New	+$7.28M	0.01%	295

Other funds holding EXE

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Artisan Partners's EXE Position: Q1 2023 in Review

Artisan Partners sold out of Expand Energy Corp (EXE) in Q1 2023, closing a stake of 59,583 shares — an estimated $5.62M sold.

Artisan Partners first reported a position in EXE in Q2 2022 and held it in 3 quarters. The position peaked at $6.54M in Q2 2022. 456 funds tracked by Wall St. Rank hold EXE as of Q1 2023.

Artisan Partners reported no remaining Expand Energy Corp position as of Q1 2023 after selling out during the quarter.
Artisan Partners sold 59,583 Expand Energy Corp shares in Q1 2023, an estimated $5.62M.
Artisan Partners first reported a position in Expand Energy Corp in Q2 2022 and held it in 3 quarters.
Artisan Partners's Expand Energy Corp position peaked at $6.54M in Q2 2022.
456 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2023.

Based on Artisan Partners's 13F filing for Q1 2023, filed 11 May 2023.