SA U.S. Small Company Fund EXE Holdings History
SA U.S. Small Company Fund's Expand Energy Corp Holding Summary
As of 2025-03-31, SA FUNDS INVESTMENT TRUST held 1,431.00 shares of Expand Energy Corp(EXE), totaling $159,300.00. This investment constitutes 0.06% of their stock portfolio, and SA FUNDS INVESTMENT TRUST now holds 0% of the outstanding Expand Energy Corp(EXE) stock.
The initial trade took place in 2021Q3. And since then SA U.S. Small Company Fund has made 3 purchases of EXE, at an average price of $79.25, for a total of 9,902.00 shares. In addition, there have been 1 sales at an average price of $104.03 for 8,471.00 shares. Based on historical transaction data and EXE's current price of $98.70, SA U.S. Small Company Fund's estimated gain on his EXE holdings is $237,721.75, reflecting a 30.29% gain to date.
SA U.S. Small Company Fund EXE ($98.70) Holding Chart
SA U.S. Small Company Fund EXE ($98.70) 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 % |
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