M&G Investment Management’s Expand Energy Corp EXE Stock Holding History

M&G 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
2023 Q4	$10.7M	Sell	138,970 -9,289	-6%	-$763K	0.04%	191
2023 Q3	$12.8M	Sell	148,259 -9,670	-6%	-$821K	0.06%	171
2023 Q2	$13.3M	Buy	+157,929	New	+$12.6M	0.05%	169

Other funds holding EXE

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

M&G Investment Management's EXE Position: Q4 2023 in Review

M&G Investment Management reduced its Expand Energy Corp (EXE) stake by 6.3% in Q4 2023, selling an estimated $763K and leaving 138,970 shares worth $10.7M. The position accounts for 0.04% of the portfolio, ranked #191.

M&G Investment Management first reported a position in EXE in Q2 2023 and has held it in 3 quarters since. The position peaked at $13.3M in Q2 2023. 466 funds tracked by Wall St. Rank hold EXE as of Q4 2023.

M&G Investment Management held 138,970 shares of Expand Energy Corp worth $10.7M as of Q4 2023.
M&G Investment Management sold 9,289 Expand Energy Corp shares in Q4 2023, an estimated $763K.
Expand Energy Corp made up 0.04% of M&G Investment Management's portfolio in Q4 2023, its #191 holding.
M&G Investment Management first reported a position in Expand Energy Corp in Q2 2023 and has held it in 3 quarters since.
M&G Investment Management's Expand Energy Corp position peaked at $13.3M in Q2 2023.
466 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.