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B. Metzler seel. Sohn & Co’s Exponent EXPO Stock Holding History

B. Metzler seel. Sohn & Co’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
2023
Q3 		– Sell
-2,400
Closed -$224K – 739
2023
Q2 		$224K Buy
2,400
+260
+12% +$24.5K ﹤0.01% 693
2023
Q1 		$213K Hold
2,140
– – ﹤0.01% 699
2022
Q4 		$212K Buy
+2,140
New +$208K ﹤0.01% 691

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

B. Metzler seel. Sohn & Co's EXPO Position: Q3 2023 in Review

B. Metzler seel. Sohn & Co sold out of Exponent (EXPO) in Q3 2023, closing a stake of 2,400 shares — an estimated $224K sold.

B. Metzler seel. Sohn & Co first reported a position in EXPO in Q4 2022 and held it in 3 quarters. The position peaked at $224K in Q2 2023. 356 funds tracked by Wall St. Rank hold EXPO as of Q3 2023.

  • B. Metzler seel. Sohn & Co reported no remaining Exponent position as of Q3 2023 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 2,400 Exponent shares in Q3 2023, an estimated $224K.
  • B. Metzler seel. Sohn & Co first reported a position in Exponent in Q4 2022 and held it in 3 quarters.
  • B. Metzler seel. Sohn & Co's Exponent position peaked at $224K in Q2 2023.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q3 2023.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q3 2023, filed 13 Nov 2023.