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Disciplined Investments’s Exponent EXPO Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-5
Closed -$467 – 581
2023
Q2 		$467 Sell
5
-2
-29% -$188 ﹤0.01% 1251
2023
Q1 		$698 Hold
7
– – ﹤0.01% 1116
2022
Q4 		$694 Buy
7
+2
+40% +$194 ﹤0.01% 1043
2022
Q3 		$0 Sell
5
-2
-29% -$190 ﹤0.01% 1345
2022
Q2 		$1K Buy
7
+2
+40% +$188 ﹤0.01% 902
2022
Q1 		$1K Buy
+5
New +$482 ﹤0.01% 962

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
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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Disciplined Investments's EXPO Position: Q3 2023 in Review

Disciplined Investments sold out of Exponent (EXPO) in Q3 2023, closing a stake of 5 shares — an estimated $467 sold.

Disciplined Investments first reported a position in EXPO in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 356 funds tracked by Wall St. Rank hold EXPO as of Q3 2023.

  • Disciplined Investments reported no remaining Exponent position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Exponent shares in Q3 2023, an estimated $467.
  • Disciplined Investments first reported a position in Exponent in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Exponent position peaked at $1K in Q2 2022.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.