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Eaton Vance Management’s Exponent EXPO Stock Holding History

Eaton Vance 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
2022
Q3 		$6.05M Sell
69,063
-540
-0.8% -$51.2K 0.01% 731
2022
Q2 		$6.37M Sell
69,603
-1,209
-2% -$114K 0.01% 744
2022
Q1 		$7.65M Buy
70,812
+8,869
+14% +$855K 0.01% 769
2021
Q4 		$7.23M Buy
61,943
+27,669
+81% +$3.25M 0.01% 693
2021
Q3 		$3.68M Buy
34,274
+327
+1% +$35.3K 0.01% 795
2021
Q2 		$3.03M Buy
33,947
+1,000
+3% +$93.6K ﹤0.01% 914
2021
Q1 		$3.21M Buy
32,947
+237
+0.7% +$22.2K ﹤0.01% 861
2020
Q4 		$2.94M Hold
32,710
– – ﹤0.01% 844
2020
Q3 		$2.36M Buy
32,710
+5
+0% +$398 ﹤0.01% 802
2020
Q2 		$2.65M Sell
32,705
-7
-0% -$504 0.01% 745
2020
Q1 		$2.35M Buy
32,712
+20,012
+158% +$1.45M 0.01% 726
2019
Q4 		$876K Buy
12,700
+19
+0.1% +$1.25K ﹤0.01% 1025
2019
Q3 		$887K Buy
12,681
+10
+0.1% +$675 ﹤0.01% 996
2019
Q2 		$742K Hold
12,671
– – ﹤0.01% 1031
2019
Q1 		$732K Buy
12,671
+23
+0.2% +$1.24K ﹤0.01% 989
2018
Q4 		$642K Sell
12,648
-80
-0.6% -$4.01K ﹤0.01% 949
2018
Q3 		$683K Hold
12,728
– – ﹤0.01% 974
2018
Q2 		$614K Buy
+12,728
New +$584K ﹤0.01% 971

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 $4.6B AUM 16.08% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eaton Vance Management's EXPO Position: Q3 2022 in Review

Eaton Vance Management reduced its Exponent (EXPO) stake by 0.78% in Q3 2022, selling an estimated $51.2K and leaving 69,063 shares worth $6.05M. The position accounts for 0.01% of the portfolio, ranked #731.

Eaton Vance Management first reported a position in EXPO in Q2 2018 and has held it in 18 quarters since. The position peaked at $7.65M in Q1 2022. 349 funds tracked by Wall St. Rank hold EXPO as of Q3 2022.

  • Eaton Vance Management held 69,063 shares of Exponent worth $6.05M as of Q3 2022.
  • Eaton Vance Management sold 540 Exponent shares in Q3 2022, an estimated $51.2K.
  • Exponent made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #731 holding.
  • Eaton Vance Management first reported a position in Exponent in Q2 2018 and has held it in 18 quarters since.
  • Eaton Vance Management's Exponent position peaked at $7.65M in Q1 2022.
  • 349 funds tracked by Wall St. Rank held Exponent as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.