EI
EXPO icon

Ellevest Inc’s Exponent EXPO Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-51
Closed -$5.08K – 768
2023
Q1 		$5.08K Buy
51
+4
+9% +$407 ﹤0.01% 1198
2022
Q4 		$4.66K Sell
47
-29
-38% -$2.82K ﹤0.01% 1197
2022
Q3 		$7K Buy
+76
New +$7.21K ﹤0.01% 1104
2022
Q1 		– Sell
-45
Closed -$5K – 1479
2021
Q4 		$5K Hold
45
– – ﹤0.01% 993
2021
Q3 		$5K Hold
45
– – ﹤0.01% 960
2021
Q2 		$4K Buy
+45
New +$4.21K ﹤0.01% 929

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

Ellevest Inc's EXPO Position: Q2 2023 in Review

Ellevest Inc sold out of Exponent (EXPO) in Q2 2023, closing a stake of 51 shares — an estimated $5.08K sold.

Ellevest Inc first reported a position in EXPO in Q2 2021 and held it in 6 quarters. The position peaked at $7K in Q3 2022. 356 funds tracked by Wall St. Rank hold EXPO as of Q2 2023.

  • Ellevest Inc reported no remaining Exponent position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 51 Exponent shares in Q2 2023, an estimated $5.08K.
  • Ellevest Inc first reported a position in Exponent in Q2 2021 and held it in 6 quarters.
  • Ellevest Inc's Exponent position peaked at $7K in Q3 2022.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.