De Burlo Group’s Exponent EXPO Stock Holding History

De Burlo Group’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
2022 Q4	–	Sell	-616	Closed	-$54K	–	115
2022 Q3	$54K	Buy	+616	New	+$58.4K	0.01%	99
2022 Q2	–	Sell	-616	Closed	-$66.6K	–	124
2022 Q1	$66.6K	Buy	+616	New	+$59.4K	0.01%	101

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

De Burlo Group's EXPO Position: Q4 2022 in Review

De Burlo Group sold out of Exponent (EXPO) in Q4 2022, closing a stake of 616 shares — an estimated $54K sold.

De Burlo Group first reported a position in EXPO in Q1 2022 and held it in 2 quarters. The position peaked at $66.6K in Q1 2022. 351 funds tracked by Wall St. Rank hold EXPO as of Q4 2022.

De Burlo Group reported no remaining Exponent position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 616 Exponent shares in Q4 2022, an estimated $54K.
De Burlo Group first reported a position in Exponent in Q1 2022 and held it in 2 quarters.
De Burlo Group's Exponent position peaked at $66.6K in Q1 2022.
351 funds tracked by Wall St. Rank held Exponent as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.