Ulland Investment Advisors’s Expand Energy Corp EXE Stock Holding History

Ulland Investment Advisors’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	-21,912	Closed	-$1.69M	–	263
2023 Q4	$1.69M	Sell	21,912 -11,371	-34%	-$934K	1.7%	16
2023 Q3	$2.87M	Sell	33,283 -1,568	-4%	-$133K	3.15%	11
2023 Q2	$2.92M	Sell	34,851 -1,927	-5%	-$154K	2.99%	13
2023 Q1	$2.8M	Sell	36,778 -1,820	-5%	-$150K	3.29%	10
2022 Q4	$3.64M	Buy	38,598 +3,351	+10%	+$332K	4.35%	6
2022 Q3	$3.32M	Buy	35,247 +19,659	+126%	+$1.85M	3.63%	7
2022 Q2	$1.26M	Buy	+15,588	New	+$1.41M	1.29%	25

Other funds holding EXE

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ulland Investment Advisors's EXE Position: Q1 2024 in Review

Ulland Investment Advisors sold out of Expand Energy Corp (EXE) in Q1 2024, closing a stake of 21,912 shares — an estimated $1.69M sold.

Ulland Investment Advisors first reported a position in EXE in Q2 2022 and held it in 7 quarters. The position peaked at $3.64M in Q4 2022. 495 funds tracked by Wall St. Rank hold EXE as of Q1 2024.

Ulland Investment Advisors reported no remaining Expand Energy Corp position as of Q1 2024 after selling out during the quarter.
Ulland Investment Advisors sold 21,912 Expand Energy Corp shares in Q1 2024, an estimated $1.69M.
Ulland Investment Advisors first reported a position in Expand Energy Corp in Q2 2022 and held it in 7 quarters.
Ulland Investment Advisors's Expand Energy Corp position peaked at $3.64M in Q4 2022.
495 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2024.

Based on Ulland Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.