| 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 | 71.0 |
| 2024-Q4 | 75.5 |
| 2025-Q1 | 53.5 |
| 2025-Q2 | 50.9 |
| 2025-Q3 | 49.0 |
| 2025-Q4 | 51.2 |
| 2026-Q1 | 55.2 |
| 2026-Q2 | 50.3 |
Funds reducing exposure or consensus momentum fading
Within 9.1% of funds' estimated purchase price
1 of 16 tracked funds hold EXE. Avg conviction: 6.6%. Net holding. First tracked at $88.83 (current +9.1% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 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 |