Number of Shares
1,431.00
Current Holdings Value*
$159,300.00
% of Portfolio
0.06%
Total Estimate Gain
$237,721.75
% of Total Estimate Gain
30.29%

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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