Ave Maria Value Fund EXE Holdings History
Ave Maria Value Fund's Expand Energy Corp Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 145,500.00 shares of Expand Energy Corp(EXE), totaling $16.20 Mil. This investment constitutes 3.47% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.06% of the outstanding Expand Energy Corp(EXE) stock.
The initial trade took place in 2022Q2. And since then Ave Maria Value Fund has made 5 purchases of EXE, at an average price of $86.43, for a total of 270,500.00 shares. In addition, there have been 2 sales at an average price of $80.07 for 125,000.00 shares. Based on historical transaction data and EXE's current price of $108.64, Ave Maria Value Fund's estimated gain on his EXE holdings is $2.44 Mil, reflecting a 10.43% gain to date.
Ave Maria Value Fund EXE ($108.64) Holding Chart
Ave Maria Value Fund EXE ($108.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
