UBS U.S. Allocation Fund EXE Holdings History
UBS U.S. Allocation Fund's Expand Energy Corp Holding Summary
As of 2025-02-28, UBS INVESTMENT TRUST held 11,780.00 shares of Expand Energy Corp(EXE), totaling $1.16 Mil. This investment constitutes 0.79% of their stock portfolio, and UBS INVESTMENT TRUST now holds 0.01% of the outstanding Expand Energy Corp(EXE) stock.
The initial trade took place in 2025Q1. And since then UBS U.S. Allocation Fund has made 1 purchases of EXE, at an average price of $101.43, for a total of 11,780.00 shares. Based on historical transaction data and EXE's current price of $105.57, UBS U.S. Allocation Fund's estimated gain on his EXE holdings is $48,769.20, reflecting a 4.08% gain to date.
UBS U.S. Allocation Fund EXE ($105.57) Holding Chart
UBS U.S. Allocation 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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