Berman Capital Advisors’s Exponent EXPO Stock Holding History

Berman Capital Advisors’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 Q3	$13K	Hold	115	–	–	﹤0.01%	1096
2021 Q2	$10K	Buy	115 +1	+0.9%	+$94	﹤0.01%	1132
2021 Q1	$11K	Sell	114 -46	-29%	-$4.32K	﹤0.01%	999
2020 Q4	$14K	Buy	160 +46	+40%	+$3.67K	﹤0.01%	784
2020 Q3	$8K	Sell	114 -10	-8%	-$795	﹤0.01%	865
2020 Q2	$10K	Hold	124	–	–	﹤0.01%	755
2020 Q1	$8K	Hold	124	–	–	﹤0.01%	721
2019 Q4	$8K	Hold	124	–	–	﹤0.01%	825
2019 Q3	$8K	Hold	124	–	–	﹤0.01%	782
2019 Q2	$7K	Hold	124	–	–	﹤0.01%	857
2019 Q1	$7K	Buy	124 +40	+48%	+$2.16K	﹤0.01%	756
2018 Q4	$4K	Buy	+84	New	+$4.21K	﹤0.01%	731

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 $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Berman Capital Advisors's EXPO Position: Q3 2021 in Review

Berman Capital Advisors held its Exponent (EXPO) position steady in Q3 2021 at 115 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Berman Capital Advisors first reported a position in EXPO in Q4 2018 and has held it in 12 quarters since. The position peaked at $14K in Q4 2020. 339 funds tracked by Wall St. Rank hold EXPO as of Q3 2021.

Berman Capital Advisors held 115 shares of Exponent worth $13K as of Q3 2021.
Berman Capital Advisors left its Exponent share count unchanged in Q3 2021.
Exponent made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1096 holding.
Berman Capital Advisors first reported a position in Exponent in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Exponent position peaked at $14K in Q4 2020.
339 funds tracked by Wall St. Rank held Exponent as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.