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Emerald Advisers’s Exponent EXPO Stock Holding History

Emerald Advisers’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
2024
Q2 		– Sell
-162,917
Closed -$13.5M – 257
2024
Q1 		$13.5M Sell
162,917
-45
-0% -$3.72K 0.54% 79
2023
Q4 		$14.3M Sell
162,962
-78,478
-33% -$6.43M 0.61% 67
2023
Q3 		$20.7M Sell
241,440
-40,203
-14% -$3.64M 1% 37
2023
Q2 		$26.3M Sell
281,643
-818
-0.3% -$76.9K 1.15% 26
2023
Q1 		$28.2M Buy
282,461
+14,523
+5% +$1.48M 1.35% 16
2022
Q4 		$26.5M Buy
267,938
+668
+0.2% +$64.9K 1.28% 22
2022
Q3 		$23.4M Buy
267,270
+117,878
+79% +$11.2M 1.21% 26
2022
Q2 		$13.7M Buy
+149,392
New +$14.1M 0.7% 59

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Emerald Advisers's EXPO Position: Q2 2024 in Review

Emerald Advisers sold out of Exponent (EXPO) in Q2 2024, closing a stake of 162,917 shares — an estimated $13.5M sold.

Emerald Advisers first reported a position in EXPO in Q2 2022 and held it in 8 quarters. The position peaked at $28.2M in Q1 2023. 354 funds tracked by Wall St. Rank hold EXPO as of Q2 2024.

  • Emerald Advisers reported no remaining Exponent position as of Q2 2024 after selling out during the quarter.
  • Emerald Advisers sold 162,917 Exponent shares in Q2 2024, an estimated $13.5M.
  • Emerald Advisers first reported a position in Exponent in Q2 2022 and held it in 8 quarters.
  • Emerald Advisers's Exponent position peaked at $28.2M in Q1 2023.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q2 2024.

Based on Emerald Advisers's 13F filing for Q2 2024, filed 6 Aug 2024.