EAM
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EFG Asset Management’s Exponent EXPO Stock Holding History

EFG 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
2023
Q3 		– Sell
-12,786
Closed -$1.19M – 198
2023
Q2 		$1.19M Sell
12,786
-7,058
-36% -$664K 0.26% 132
2023
Q1 		$1.98M Buy
19,844
+1,140
+6% +$116K 0.44% 75
2022
Q4 		$1.88M Sell
18,704
-628
-3% -$61K 0.42% 82
2022
Q3 		$1.7M Sell
19,332
-1,454
-7% -$138K 0.39% 92
2022
Q2 		$1.9M Sell
20,786
-1,784
-8% -$168K 0.4% 79
2022
Q1 		$2.44M Sell
22,570
-77
-0.3% -$7.43K 0.37% 83
2021
Q4 		$2.65M Buy
+22,647
New +$2.66M 0.35% 88

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

EFG Asset Management's EXPO Position: Q3 2023 in Review

EFG Asset Management sold out of Exponent (EXPO) in Q3 2023, closing a stake of 12,786 shares — an estimated $1.19M sold.

EFG Asset Management first reported a position in EXPO in Q4 2021 and held it in 7 quarters. The position peaked at $2.65M in Q4 2021. 356 funds tracked by Wall St. Rank hold EXPO as of Q3 2023.

  • EFG Asset Management reported no remaining Exponent position as of Q3 2023 after selling out during the quarter.
  • EFG Asset Management sold 12,786 Exponent shares in Q3 2023, an estimated $1.19M.
  • EFG Asset Management first reported a position in Exponent in Q4 2021 and held it in 7 quarters.
  • EFG Asset Management's Exponent position peaked at $2.65M in Q4 2021.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q3 2023.

Based on EFG Asset Management's 13F filing for Q3 2023, filed 2 Nov 2023.