JIP
EXE

Jaffetilchin Investment Partners’s Expand Energy Corp EXE Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-46
Closed -$3.78K – 1363
2024
Q3 		$3.78K Sell
46
-5,302
-99% -$405K ﹤0.01% 1091
2024
Q2 		$440K Sell
5,348
-1,613
-23% -$142K 0.04% 235
2024
Q1 		$618K Buy
+6,961
New +$559K 0.06% 184
2023
Q2 		– Sell
-3,304
Closed -$251K – 390
2023
Q1 		$251K Buy
3,304
+112
+4% +$9.22K 0.03% 307
2022
Q4 		$301K Buy
+3,192
New +$316K 0.04% 273

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Jaffetilchin Investment Partners's EXE Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Expand Energy Corp (EXE) in Q4 2024, closing a stake of 46 shares — an estimated $3.78K sold.

Jaffetilchin Investment Partners first reported a position in EXE in Q4 2022 and held it in 5 quarters. The position peaked at $618K in Q1 2024. 641 funds tracked by Wall St. Rank hold EXE as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Expand Energy Corp position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 46 Expand Energy Corp shares in Q4 2024, an estimated $3.78K.
  • Jaffetilchin Investment Partners first reported a position in Expand Energy Corp in Q4 2022 and held it in 5 quarters.
  • Jaffetilchin Investment Partners's Expand Energy Corp position peaked at $618K in Q1 2024.
  • 641 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.