Congress Asset Management’s Exponent EXPO Stock Holding History

Congress Asset 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
2024 Q1	–	Sell	-52,157	Closed	-$4.59M	–	364
2023 Q4	$4.59M	Buy	52,157 +12,138	+30%	+$994K	0.04%	240
2023 Q3	$3.43M	Buy	40,019 +6,850	+21%	+$620K	0.03%	247
2023 Q2	$3.1M	Buy	33,169 +3,078	+10%	+$289K	0.03%	255
2023 Q1	$3M	Buy	30,091 +150	+0.5%	+$15.3K	0.03%	252
2022 Q4	$2.97M	Buy	29,941 +4,709	+19%	+$457K	0.03%	251
2022 Q3	$2.21M	Buy	25,232 +5,749	+30%	+$545K	0.02%	263
2022 Q2	$1.78M	Buy	19,483 +1,439	+8%	+$136K	0.02%	285
2022 Q1	$1.95M	Buy	18,044 +1,592	+10%	+$154K	0.02%	281
2021 Q4	$1.92M	Buy	16,452 +405	+3%	+$47.6K	0.01%	285
2021 Q3	$1.82M	Buy	16,047 +3,508	+28%	+$378K	0.01%	273
2021 Q2	$1.12M	Buy	12,539 +94	+0.8%	+$8.8K	0.01%	304
2021 Q1	$1.21M	Buy	+12,445	New	+$1.17M	0.01%	289

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Congress Asset Management's EXPO Position: Q1 2024 in Review

Congress Asset Management sold out of Exponent (EXPO) in Q1 2024, closing a stake of 52,157 shares — an estimated $4.59M sold.

Congress Asset Management first reported a position in EXPO in Q1 2021 and held it in 12 quarters. The position peaked at $4.59M in Q4 2023. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

Congress Asset Management reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
Congress Asset Management sold 52,157 Exponent shares in Q1 2024, an estimated $4.59M.
Congress Asset Management first reported a position in Exponent in Q1 2021 and held it in 12 quarters.
Congress Asset Management's Exponent position peaked at $4.59M in Q4 2023.
329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Congress Asset Management's 13F filing for Q1 2024, filed 11 Apr 2024.