Schwartz Value Focused Fund EXE Holdings History
Schwartz Value Focused Fund's Expand Energy Corp Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held - shares of Expand Energy Corp(EXE), totaling N/A. This investment constitutes 0% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0% of the outstanding Expand Energy Corp(EXE) stock.
The initial trade took place in 2023Q1. And since then Schwartz Value Focused Fund has made 2 purchases of EXE, at an average price of $79.89, for a total of 30,300.00 shares. In addition, there have been 3 sales at an average price of $89.71 for 30,300.00 shares. Based on historical transaction data and EXE's current price of $105.57, Schwartz Value Focused Fund's estimated gain on his EXE holdings is $297,504.00, reflecting a 12.29% gain to date.
Schwartz Value Focused Fund EXE ($105.57) Holding Chart
Schwartz Value Focused Fund EXE ($105.57) 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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