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Crown Advisors Management’s Exponent EXPO Stock Holding History

Crown Advisors 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
2020
Q3 		– Sell
-50,000
Closed -$4.05M – 44
2020
Q2 		$4.05M Hold
50,000
– – 2.77% 16
2020
Q1 		$3.6M Buy
50,000
+20,000
+67% +$1.45M 2.84% 13
2019
Q4 		$2.07M Buy
+30,000
New +$1.98M 1.33% 38

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Crown Advisors Management's EXPO Position: Q3 2020 in Review

Crown Advisors Management sold out of Exponent (EXPO) in Q3 2020, closing a stake of 50,000 shares — an estimated $4.05M sold.

Crown Advisors Management first reported a position in EXPO in Q4 2019 and held it in 3 quarters. The position peaked at $4.05M in Q2 2020. 306 funds tracked by Wall St. Rank hold EXPO as of Q3 2020.

  • Crown Advisors Management reported no remaining Exponent position as of Q3 2020 after selling out during the quarter.
  • Crown Advisors Management sold 50,000 Exponent shares in Q3 2020, an estimated $4.05M.
  • Crown Advisors Management first reported a position in Exponent in Q4 2019 and held it in 3 quarters.
  • Crown Advisors Management's Exponent position peaked at $4.05M in Q2 2020.
  • 306 funds tracked by Wall St. Rank held Exponent as of Q3 2020.

Based on Crown Advisors Management's 13F filing for Q3 2020, filed 5 Nov 2020.