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Cambridge Trust’s Exponent EXPO Stock Holding History

Cambridge Trust’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
2024
Q1 		– Sell
-120
Closed -$10.6K – 675
2023
Q4 		$10.6K Hold
120
– – ﹤0.01% 569
2023
Q3 		$10.3K Sell
120
-97
-45% -$8.77K ﹤0.01% 578
2023
Q2 		$20.3K Hold
217
– – ﹤0.01% 527
2023
Q1 		$21.6K Hold
217
– – ﹤0.01% 544
2022
Q4 		$22K Buy
217
+120
+124% +$11.7K ﹤0.01% 551
2022
Q3 		$9K Hold
97
– – ﹤0.01% 656
2022
Q2 		$9K Hold
97
– – ﹤0.01% 691
2022
Q1 		$10K Buy
+97
New +$9.36K ﹤0.01% 749

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Cambridge Trust's EXPO Position: Q1 2024 in Review

Cambridge Trust sold out of Exponent (EXPO) in Q1 2024, closing a stake of 120 shares — an estimated $10.6K sold.

Cambridge Trust first reported a position in EXPO in Q1 2022 and held it in 8 quarters. The position peaked at $22K in Q4 2022. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

  • Cambridge Trust reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
  • Cambridge Trust sold 120 Exponent shares in Q1 2024, an estimated $10.6K.
  • Cambridge Trust first reported a position in Exponent in Q1 2022 and held it in 8 quarters.
  • Cambridge Trust's Exponent position peaked at $22K in Q4 2022.
  • 329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.