AIM
EXPO icon

Assured Investment Management’s Exponent EXPO Stock Holding History

Assured Investment Management’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
2019
Q1 		– Sell
-2,451
Closed -$124K – 1200
2018
Q4 		$124K Sell
2,451
-2,406
-50% -$121K ﹤0.01% 956
2018
Q3 		$260K Sell
4,857
-2,527
-34% -$129K ﹤0.01% 927
2018
Q2 		$357K Buy
7,384
+1,700
+30% +$78K 0.01% 904
2018
Q1 		$224K Buy
+5,684
New +$215K 0.01% 956

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 $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Assured Investment Management's EXPO Position: Q1 2019 in Review

Assured Investment Management sold out of Exponent (EXPO) in Q1 2019, closing a stake of 2,451 shares — an estimated $124K sold.

Assured Investment Management first reported a position in EXPO in Q1 2018 and held it in 4 quarters. The position peaked at $357K in Q2 2018. 265 funds tracked by Wall St. Rank hold EXPO as of Q1 2019.

  • Assured Investment Management reported no remaining Exponent position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 2,451 Exponent shares in Q1 2019, an estimated $124K.
  • Assured Investment Management first reported a position in Exponent in Q1 2018 and held it in 4 quarters.
  • Assured Investment Management's Exponent position peaked at $357K in Q2 2018.
  • 265 funds tracked by Wall St. Rank held Exponent as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.