Sachetta’s Expand Energy Corp EXE Stock Holding History

Sachetta’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	-27	Closed	-$2.22K	–	1291
2024 Q3	$2.22K	Buy	27 +9	+50%	+$687	﹤0.01%	847
2024 Q2	$1.37K	Buy	18 +4	+29%	+$353	﹤0.01%	954
2024 Q1	$1.08K	Hold	14	–	–	﹤0.01%	892
2023 Q4	$1.08K	Buy	+14	New	+$1.15K	﹤0.01%	892

Other funds holding EXE

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KEM

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

Sachetta's EXE Position: Q4 2024 in Review

Sachetta sold out of Expand Energy Corp (EXE) in Q4 2024, closing a stake of 27 shares — an estimated $2.22K sold.

Sachetta first reported a position in EXE in Q4 2023 and held it in 4 quarters. The position peaked at $2.22K in Q3 2024. 641 funds tracked by Wall St. Rank hold EXE as of Q4 2024.

Sachetta reported no remaining Expand Energy Corp position as of Q4 2024 after selling out during the quarter.
Sachetta sold 27 Expand Energy Corp shares in Q4 2024, an estimated $2.22K.
Sachetta first reported a position in Expand Energy Corp in Q4 2023 and held it in 4 quarters.
Sachetta's Expand Energy Corp position peaked at $2.22K in Q3 2024.
641 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2024.

Based on Sachetta's 13F filing for Q4 2024, filed 21 Jan 2025.