| Quarter | Score |
|---|---|
| 2022-Q1 | 49.4 |
| 2022-Q3 | 65.7 |
| 2022-Q4 | 49.2 |
| 2023-Q1 | 49.3 |
| 2023-Q2 | 41.5 |
| 2023-Q3 | 50.1 |
| 2023-Q4 | 36.5 |
| 2024-Q1 | 72.5 |
| 2024-Q2 | 70.8 |
| 2024-Q3 | 87.8 |
| 2024-Q4 | 87.2 |
| 2025-Q1 | 86.2 |
| 2025-Q2 | 86.1 |
| 2025-Q3 | 86.1 |
| 2025-Q4 | 86.2 |
| 2026-Q1 | 86.3 |
| 2026-Q2 | 86.4 |
Solid consensus with smart money net adding at reasonable prices
Within 3.0% of funds' estimated purchase price
2 of 18 tracked funds hold EXE. Avg conviction: 3.3%. Net trimming. First tracked at $85.54 (current +3.0% vs tracked).
Oaktree Capital has 6.6% in this stock
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Oaktree Capital | 6.6% | Hold |
| Citadel Advisors | 0.0% | Reduce |