SK
EXE

Sarah Ketterer’s Expand Energy Corp EXE Stock Holding History

Sarah Ketterer’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
Q1 		– Sell
-381,075
Closed -$29.3M – 97
2023
Q4 		$29.3M Sell
381,075
-292,117
-43% -$24M 0.75% 43
2023
Q3 		$58M Buy
673,192
+199,383
+42% +$16.9M 1.53% 16
2023
Q2 		$39.6M Buy
473,809
+182,782
+63% +$14.6M 1.04% 26
2023
Q1 		$22.1M Buy
+291,027
New +$24M 0.53% 38

Other funds holding EXE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sarah Ketterer's EXE Position: Q1 2024 in Review

Sarah Ketterer sold out of Expand Energy Corp (EXE) in Q1 2024, closing a stake of 381,075 shares — an estimated $29.3M sold.

Sarah Ketterer first reported a position in EXE in Q1 2023 and held it in 4 quarters. The position peaked at $58M in Q3 2023. 495 funds tracked by Wall St. Rank hold EXE as of Q1 2024.

  • Sarah Ketterer reported no remaining Expand Energy Corp position as of Q1 2024 after selling out during the quarter.
  • Sarah Ketterer sold 381,075 Expand Energy Corp shares in Q1 2024, an estimated $29.3M.
  • Sarah Ketterer first reported a position in Expand Energy Corp in Q1 2023 and held it in 4 quarters.
  • Sarah Ketterer's Expand Energy Corp position peaked at $58M in Q3 2023.
  • 495 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2024.

Based on Causeway Capital Management's 13F filing for Q1 2024, filed 15 May 2024.