BIM
EXPO icon

Bogle Investment Management’s Exponent EXPO Stock Holding History

Bogle Investment Management’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
2020
Q4 		– Sell
-34,767
Closed -$2.5M – 188
2020
Q3 		$2.5M Buy
+34,767
New +$2.76M 0.73% 71

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $4.6B AUM 16.08% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bogle Investment Management's EXPO Position: Q4 2020 in Review

Bogle Investment Management sold out of Exponent (EXPO) in Q4 2020, closing a stake of 34,767 shares — an estimated $2.5M sold.

Bogle Investment Management first reported a position in EXPO in Q3 2020 and held it in 1 quarter. The position peaked at $2.5M in Q3 2020. 305 funds tracked by Wall St. Rank hold EXPO as of Q4 2020.

  • Bogle Investment Management reported no remaining Exponent position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 34,767 Exponent shares in Q4 2020, an estimated $2.5M.
  • Bogle Investment Management first reported a position in Exponent in Q3 2020 and held it in 1 quarter.
  • Bogle Investment Management's Exponent position peaked at $2.5M in Q3 2020.
  • 305 funds tracked by Wall St. Rank held Exponent as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.