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AlphaSimPlex Group’s Exponent EXPO Stock Holding History

AlphaSimPlex Group’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,968
Closed -$1.17M – 274
2020
Q4 		$1.17M Buy
12,968
+4,043
+45% +$322K 0.41% 77
2020
Q3 		$643K Buy
8,925
+2,163
+32% +$172K 0.29% 150
2020
Q2 		$547K Buy
+6,762
New +$487K 0.41% 107

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AlphaSimPlex Group's EXPO Position: Q1 2021 in Review

AlphaSimPlex Group sold out of Exponent (EXPO) in Q1 2021, closing a stake of 12,968 shares — an estimated $1.17M sold.

AlphaSimPlex Group first reported a position in EXPO in Q2 2020 and held it in 3 quarters. The position peaked at $1.17M in Q4 2020. 314 funds tracked by Wall St. Rank hold EXPO as of Q1 2021.

  • AlphaSimPlex Group reported no remaining Exponent position as of Q1 2021 after selling out during the quarter.
  • AlphaSimPlex Group sold 12,968 Exponent shares in Q1 2021, an estimated $1.17M.
  • AlphaSimPlex Group first reported a position in Exponent in Q2 2020 and held it in 3 quarters.
  • AlphaSimPlex Group's Exponent position peaked at $1.17M in Q4 2020.
  • 314 funds tracked by Wall St. Rank held Exponent as of Q1 2021.

Based on AlphaSimPlex Group's 13F filing for Q1 2021, filed 12 May 2021.