| Quarter | Score |
|---|---|
| 2022-Q1 | 49.4 |
| 2022-Q3 | 41.5 |
| 2022-Q4 | 50.1 |
| 2023-Q2 | 41.6 |
| 2023-Q3 | 49.8 |
| 2023-Q4 | 78.8 |
| 2024-Q1 | 77.9 |
| 2024-Q2 | 82.8 |
| 2024-Q3 | 57.6 |
| 2024-Q4 | 57.8 |
| 2025-Q1 | 58.8 |
| 2025-Q2 | 75.1 |
| 2025-Q3 | 74.3 |
| 2025-Q4 | 61.7 |
| 2026-Q1 | 61.9 |
| 2026-Q2 | 75.9 |
High consensus with active accumulation at an attractive valuation
Within 0.9% of funds' estimated purchase price
2 of 18 tracked funds hold SE. Avg conviction: 0.4%. Net holding. First tracked at $95.05 (current +0.9% vs tracked).
Oaktree Capital has 0.8% 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 | 0.8% | New Buy |
| Citadel Advisors | 0.0% | Reduce |