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Capital Analysts LLC’s Exponent EXPO Stock Holding History

Capital Analysts LLC’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
-2,995
Closed -$216K – 759
2020
Q3 		$216K Buy
2,995
+385
+15% +$30.6K 0.02% 242
2020
Q2 		$211K Sell
2,610
-105
-4% -$7.56K 0.02% 218
2020
Q1 		$195K Buy
2,715
+85
+3% +$6.17K 0.02% 212
2019
Q4 		$181K Buy
+2,630
New +$174K 0.02% 242

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T 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
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 $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
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
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

Capital Analysts LLC's EXPO Position: Q4 2020 in Review

Capital Analysts LLC sold out of Exponent (EXPO) in Q4 2020, closing a stake of 2,995 shares — an estimated $216K sold.

Capital Analysts LLC first reported a position in EXPO in Q4 2019 and held it in 4 quarters. The position peaked at $216K in Q3 2020. 305 funds tracked by Wall St. Rank hold EXPO as of Q4 2020.

  • Capital Analysts LLC reported no remaining Exponent position as of Q4 2020 after selling out during the quarter.
  • Capital Analysts LLC sold 2,995 Exponent shares in Q4 2020, an estimated $216K.
  • Capital Analysts LLC first reported a position in Exponent in Q4 2019 and held it in 4 quarters.
  • Capital Analysts LLC's Exponent position peaked at $216K in Q3 2020.
  • 305 funds tracked by Wall St. Rank held Exponent as of Q4 2020.

Based on Capital Analysts LLC's 13F filing for Q4 2020, filed 16 Feb 2021.