Itau Unibanco Holding S.A.’s Expand Energy Corp EXE Stock Holding History

Itau Unibanco Holding S.A.’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	-1,203	Closed	-$114K	–	629
2022 Q4	$114K	Sell	1,203 -139	-10%	-$13.8K	﹤0.01%	275
2022 Q3	$126K	Buy	1,342 +97	+8%	+$9.11K	0.01%	272
2022 Q2	$101K	Buy	+1,245	New	+$112K	﹤0.01%	284

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

Itau Unibanco Holding S.A.'s EXE Position: Q1 2023 in Review

Itau Unibanco Holding S.A. sold out of Expand Energy Corp (EXE) in Q1 2023, closing a stake of 1,203 shares — an estimated $114K sold.

Itau Unibanco Holding S.A. first reported a position in EXE in Q2 2022 and held it in 3 quarters. The position peaked at $126K in Q3 2022. 456 funds tracked by Wall St. Rank hold EXE as of Q1 2023.

Itau Unibanco Holding S.A. reported no remaining Expand Energy Corp position as of Q1 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 1,203 Expand Energy Corp shares in Q1 2023, an estimated $114K.
Itau Unibanco Holding S.A. first reported a position in Expand Energy Corp in Q2 2022 and held it in 3 quarters.
Itau Unibanco Holding S.A.'s Expand Energy Corp position peaked at $126K in Q3 2022.
456 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2023, filed 12 May 2023.