Baird Financial Group
EXPO icon

Baird Financial Group’s Exponent EXPO Stock Holding History

Baird Financial 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
2024
Q1 		– Sell
-3,132
Closed -$276K – 1766
2023
Q4 		$276K Sell
3,132
-1,178
-27% -$96.5K ﹤0.01% 1542
2023
Q3 		$369K Sell
4,310
-157
-4% -$14.2K ﹤0.01% 1445
2023
Q2 		$417K Buy
4,467
+43
+1% +$4.04K ﹤0.01% 1413
2023
Q1 		$441K Buy
4,424
+3
+0.1% +$305 ﹤0.01% 1359
2022
Q4 		$438K Buy
4,421
+157
+4% +$15.3K ﹤0.01% 1339
2022
Q3 		$374K Sell
4,264
-2,914
-41% -$276K ﹤0.01% 1387
2022
Q2 		$657K Sell
7,178
-125
-2% -$11.8K ﹤0.01% 1241
2022
Q1 		$789K Buy
7,303
+807
+12% +$77.8K ﹤0.01% 1251
2021
Q4 		$758K Sell
6,496
-225
-3% -$26.4K ﹤0.01% 1305
2021
Q3 		$760K Buy
+6,721
New +$725K ﹤0.01% 1314

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Baird Financial Group's EXPO Position: Q1 2024 in Review

Baird Financial Group sold out of Exponent (EXPO) in Q1 2024, closing a stake of 3,132 shares — an estimated $276K sold.

Baird Financial Group first reported a position in EXPO in Q3 2021 and held it in 10 quarters. The position peaked at $789K in Q1 2022. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

  • Baird Financial Group reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
  • Baird Financial Group sold 3,132 Exponent shares in Q1 2024, an estimated $276K.
  • Baird Financial Group first reported a position in Exponent in Q3 2021 and held it in 10 quarters.
  • Baird Financial Group's Exponent position peaked at $789K in Q1 2022.
  • 329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Baird Financial Group's 13F filing for Q1 2024, filed 14 May 2024.