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EXPO icon

Baird’s Exponent EXPO Stock Holding History

Baird’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
2014
Q3 		– Sell
-16,680
Closed -$309K – 1118
2014
Q2 		$309K Sell
16,680
-19,892
-54% -$355K ﹤0.01% 972
2014
Q1 		$686K Buy
36,572
+740
+2% +$13.7K 0.01% 755
2013
Q4 		$692K Sell
35,832
-280
-0.8% -$5.29K 0.01% 716
2013
Q3 		$649K Sell
36,112
-780
-2% -$13K 0.01% 698
2013
Q2 		$545K Buy
+36,892
New +$506K 0.01% 731

Other funds holding EXPO

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baird's EXPO Position: Q3 2014 in Review

Baird sold out of Exponent (EXPO) in Q3 2014, closing a stake of 16,680 shares — an estimated $309K sold.

Baird first reported a position in EXPO in Q2 2013 and held it in 5 quarters. The position peaked at $692K in Q4 2013. 140 funds tracked by Wall St. Rank hold EXPO as of Q3 2014.

  • Baird reported no remaining Exponent position as of Q3 2014 after selling out during the quarter.
  • Baird sold 16,680 Exponent shares in Q3 2014, an estimated $309K.
  • Baird first reported a position in Exponent in Q2 2013 and held it in 5 quarters.
  • Baird's Exponent position peaked at $692K in Q4 2013.
  • 140 funds tracked by Wall St. Rank held Exponent as of Q3 2014.

Based on Baird's 13F filing for Q3 2014, filed 12 Nov 2014.