Chevy Chase Trust’s Exponent EXPO Stock Holding History

Chevy Chase 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
2020 Q1	–	Sell	-224	Closed	-$15K	–	753
2019 Q4	$15K	Buy	+224	New	+$14.8K	﹤0.01%	1026

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Chevy Chase Trust's EXPO Position: Q1 2020 in Review

Chevy Chase Trust sold out of Exponent (EXPO) in Q1 2020, closing a stake of 224 shares — an estimated $15K sold.

Chevy Chase Trust first reported a position in EXPO in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 274 funds tracked by Wall St. Rank hold EXPO as of Q1 2020.

Chevy Chase Trust reported no remaining Exponent position as of Q1 2020 after selling out during the quarter.
Chevy Chase Trust sold 224 Exponent shares in Q1 2020, an estimated $15K.
Chevy Chase Trust first reported a position in Exponent in Q4 2019 and held it in 1 quarter.
Chevy Chase Trust's Exponent position peaked at $15K in Q4 2019.
274 funds tracked by Wall St. Rank held Exponent as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.