Number of Shares
3,875.00
Current Holdings Value*
$431,370.00
% of Portfolio
0.84%
Total Estimate Gain
$-20,653.75
% of Total Estimate Gain
-5.12%

UBS GLOBAL ALLOCATION FUND's Expand Energy Corp Holding Summary

As of 2025-03-31, UBS FUNDS held 3,875.00 shares of Expand Energy Corp(EXE), totaling $431,370.00. This investment constitutes 0.84% of their stock portfolio, and UBS FUNDS now holds 0% of the outstanding Expand Energy Corp(EXE) stock.

The initial trade took place in 2025Q1. And since then UBS GLOBAL ALLOCATION FUND has made 1 purchases of EXE, at an average price of $104.03, for a total of 3,875.00 shares. Based on historical transaction data and EXE's current price of $98.70, UBS GLOBAL ALLOCATION FUND's estimated gain on his EXE holdings is $-20,653.75, reflecting a -5.12% gain to date.

UBS GLOBAL ALLOCATION FUND EXE ($98.70) Holding Chart

UBS GLOBAL ALLOCATION 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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