CIM
EXE

Cambria Investment Management’s Expand Energy Corp EXE Stock Holding History

Cambria Investment Management’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
2024
Q3 		– Sell
-146,094
Closed -$12M – 401
2024
Q2 		$12M Buy
146,094
+8,303
+6% +$733K 0.73% 60
2024
Q1 		$12.2M Buy
+137,791
New +$11.1M 0.73% 80
2023
Q1 		– Sell
-12,168
Closed -$1.15M – 304
2022
Q4 		$1.15M Buy
12,168
+4,680
+63% +$464K 0.1% 169
2022
Q3 		$705K Buy
7,488
+3,393
+83% +$319K 0.08% 158
2022
Q2 		$332K Buy
4,095
+1,521
+59% +$137K 0.04% 183
2022
Q1 		$224K Buy
+2,574
New +$189K 0.03% 247

Other funds holding EXE

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Vanguard Group
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Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return