BC
EXPO icon

Brinker Capital’s Exponent EXPO Stock Holding History

Brinker Capital’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
Q2 		$2.19M Sell
27,066
-11,306
-29% -$814K 0.07% 273
2020
Q1 		$2.76M Buy
38,372
+1,253
+3% +$91K 0.11% 191
2019
Q4 		$2.56M Buy
37,119
+2,570
+7% +$170K 0.08% 247
2019
Q3 		$2.42M Sell
34,549
-2,037
-6% -$137K 0.08% 240
2019
Q2 		$2.14M Buy
36,586
+4,530
+14% +$258K 0.08% 266
2019
Q1 		$1.85M Buy
32,056
+1,580
+5% +$85.3K 0.07% 296
2018
Q4 		$1.54M Sell
30,476
-2,863
-9% -$144K 0.07% 277
2018
Q3 		$1.79M Buy
33,339
+1,940
+6% +$99.4K 0.06% 321
2018
Q2 		$1.52M Buy
31,399
+1,563
+5% +$71.7K 0.06% 352
2018
Q1 		$1.17M Buy
29,836
+580
+2% +$21.9K 0.05% 427
2017
Q4 		$1.04M Buy
29,256
+2,460
+9% +$90.3K 0.04% 418
2017
Q3 		$990K Buy
26,796
+1,246
+5% +$41.2K 0.04% 416
2017
Q2 		$745K Buy
25,550
+842
+3% +$25.2K 0.03% 443
2017
Q1 		$736K Buy
+24,708
New +$720K 0.03% 476

Other funds holding EXPO

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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