Bartlett & Co’s Exponent EXPO Stock Holding History

Bartlett & 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
2021 Q1	–	Sell	-38	Closed	-$3K	–	1093
2020 Q4	$3K	Buy	+38	New	+$3.03K	﹤0.01%	845

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bartlett & Co's EXPO Position: Q1 2021 in Review

Bartlett & Co sold out of Exponent (EXPO) in Q1 2021, closing a stake of 38 shares — an estimated $3K sold.

Bartlett & Co first reported a position in EXPO in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 314 funds tracked by Wall St. Rank hold EXPO as of Q1 2021.

Bartlett & Co reported no remaining Exponent position as of Q1 2021 after selling out during the quarter.
Bartlett & Co sold 38 Exponent shares in Q1 2021, an estimated $3K.
Bartlett & Co first reported a position in Exponent in Q4 2020 and held it in 1 quarter.
Bartlett & Co's Exponent position peaked at $3K in Q4 2020.
314 funds tracked by Wall St. Rank held Exponent as of Q1 2021.

Based on Bartlett & Co's 13F filing for Q1 2021, filed 19 Apr 2021.