AG
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Aperio Group’s Exponent EXPO Stock Holding History

Aperio 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
2020
Q4 		$2.43M Sell
27,018
-477
-2% -$38K 0.01% 1144
2020
Q3 		$1.98M Sell
27,495
-231
-0.8% -$18.4K 0.01% 1119
2020
Q2 		$2.24M Sell
27,726
-1,903
-6% -$137K 0.01% 1059
2020
Q1 		$2.13M Buy
29,629
+3,031
+11% +$220K 0.01% 994
2019
Q4 		$1.84M Buy
26,598
+218
+0.8% +$14.4K 0.01% 1124
2019
Q3 		$1.84M Buy
26,380
+1,153
+5% +$77.8K 0.01% 1091
2019
Q2 		$1.48M Buy
25,227
+1,602
+7% +$91.2K 0.01% 1207
2019
Q1 		$1.36M Buy
23,625
+1,017
+4% +$54.9K 0.01% 1208
2018
Q4 		$1.15M Sell
22,608
-2,333
-9% -$117K 0.01% 1230
2018
Q3 		$1.34M Buy
24,941
+961
+4% +$49.2K 0.01% 1250
2018
Q2 		$1.16M Buy
23,980
+1,062
+5% +$48.7K 0.01% 1291
2018
Q1 		$901K Buy
22,918
+2,084
+10% +$78.8K ﹤0.01% 1383
2017
Q4 		$741K Buy
20,834
+558
+3% +$20.5K ﹤0.01% 1493
2017
Q3 		$749K Buy
20,276
+588
+3% +$19.4K ﹤0.01% 1445
2017
Q2 		$574K Buy
19,688
+1,234
+7% +$36.9K ﹤0.01% 1569
2017
Q1 		$549K Buy
18,454
+358
+2% +$10.4K ﹤0.01% 1492
2016
Q4 		$546K Buy
18,096
+778
+4% +$22.6K ﹤0.01% 1460
2016
Q3 		$442K Buy
17,318
+774
+5% +$20.2K ﹤0.01% 1515
2016
Q2 		$483K Buy
16,544
+2,376
+17% +$61.8K ﹤0.01% 1400
2016
Q1 		$361K Buy
14,168
+1,864
+15% +$45K ﹤0.01% 1541
2015
Q4 		$307K Buy
12,304
+1,016
+9% +$25.8K ﹤0.01% 1605
2015
Q3 		$251K Buy
11,288
+88
+0.8% +$1.94K ﹤0.01% 1653
2015
Q2 		$251K Buy
11,200
+192
+2% +$4.22K ﹤0.01% 1736
2015
Q1 		$245K Buy
+11,008
New +$236K ﹤0.01% 1696

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Aperio Group's EXPO Position: Q4 2020 in Review

Aperio Group reduced its Exponent (EXPO) stake by 1.7% in Q4 2020, selling an estimated $38K and leaving 27,018 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #1144.

Aperio Group first reported a position in EXPO in Q1 2015 and has held it in 24 quarters since. 305 funds tracked by Wall St. Rank hold EXPO as of Q4 2020.

  • Aperio Group held 27,018 shares of Exponent worth $2.43M as of Q4 2020.
  • Aperio Group sold 477 Exponent shares in Q4 2020, an estimated $38K.
  • Exponent made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1144 holding.
  • Aperio Group first reported a position in Exponent in Q1 2015 and has held it in 24 quarters since.
  • 305 funds tracked by Wall St. Rank held Exponent as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.