CAM
EXPO icon

Cresset Asset Management’s Exponent EXPO Stock Holding History

Cresset 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
Q4 		– Sell
-3,553
Closed -$410K – 1908
2024
Q3 		$410K Buy
3,553
+525
+17% +$54.9K ﹤0.01% 1636
2024
Q2 		$288K Buy
+3,028
New +$273K ﹤0.01% 1739
2024
Q1 		– Sell
-2,965
Closed -$261K – 1928
2023
Q4 		$261K Buy
2,965
+98
+3% +$8.03K ﹤0.01% 1558
2023
Q3 		$245K Buy
2,867
+678
+31% +$61.3K ﹤0.01% 1529
2023
Q2 		$204K Buy
+2,189
New +$206K ﹤0.01% 1729
2021
Q4 		– Sell
-3,351
Closed -$379K – 1177
2021
Q3 		$379K Buy
3,351
+40
+1% +$4.31K 0.01% 731
2021
Q2 		$296K Sell
3,311
-567
-15% -$53.1K ﹤0.01% 776
2021
Q1 		$378K Sell
3,878
-1,243
-24% -$117K 0.01% 572
2020
Q4 		$461K Sell
5,121
-1,227
-19% -$97.8K 0.01% 412
2020
Q3 		$458K Sell
6,348
-720
-10% -$57.3K 0.01% 392
2020
Q2 		$572K Buy
7,068
+367
+5% +$26.4K 0.01% 315
2020
Q1 		$482K Buy
6,701
+241
+4% +$17.5K 0.01% 295
2019
Q4 		$446K Buy
6,460
+184
+3% +$12.2K 0.01% 322
2019
Q3 		$439K Sell
6,276
-210
-3% -$14.2K 0.01% 289
2019
Q2 		$380K Buy
6,486
+2,560
+65% +$146K 0.01% 292
2019
Q1 		$227K Buy
3,926
+663
+20% +$35.8K 0.01% 348
2018
Q4 		$165K Buy
+3,263
New +$164K 0.01% 244

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
Kayne Anderson Rudnick Investment Management
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cresset Asset Management's EXPO Position: Q4 2024 in Review

Cresset Asset Management sold out of Exponent (EXPO) in Q4 2024, closing a stake of 3,553 shares — an estimated $410K sold.

Cresset Asset Management first reported a position in EXPO in Q4 2018 and held it in 17 quarters. The position peaked at $572K in Q2 2020. 369 funds tracked by Wall St. Rank hold EXPO as of Q4 2024.

  • Cresset Asset Management reported no remaining Exponent position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 3,553 Exponent shares in Q4 2024, an estimated $410K.
  • Cresset Asset Management first reported a position in Exponent in Q4 2018 and held it in 17 quarters.
  • Cresset Asset Management's Exponent position peaked at $572K in Q2 2020.
  • 369 funds tracked by Wall St. Rank held Exponent as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.