Epoch Investment Partners’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-170,525
| Closed | -$15M | – | 428 |
|
|
2022
Q3 | $15M | Sell |
170,525
-10,881
| -6% | -$954K | 0.1% | 214 |
|
|
2022
Q2 | $16.6M | Sell |
181,406
-24,766
| -12% | -$2.27M | 0.1% | 215 |
|
|
2022
Q1 | $22.3M | Sell |
206,172
-70,220
| -25% | -$7.59M | 0.11% | 204 |
|
|
2021
Q4 | $32.3M | Sell |
276,392
-64,482
| -19% | -$7.53M | 0.16% | 169 |
|
|
2021
Q3 | $38.6M | Buy |
340,874
+9,536
| +3% | +$1.08M | 0.21% | 141 |
|
|
2021
Q2 | $29.6M | Buy |
331,338
+5,546
| +2% | +$495K | 0.16% | 174 |
|
|
2021
Q1 | $31.7M | Buy |
325,792
+235
| +0.1% | +$22.9K | 0.15% | 163 |
|
|
2020
Q4 | $29.3M | Sell |
325,557
-47,225
| -13% | -$4.25M | 0.13% | 159 |
|
|
2020
Q3 | $26.9M | Buy |
372,782
+113,072
| +44% | +$8.14M | 0.13% | 148 |
|
|
2020
Q2 | $21M | Buy |
259,710
+36,505
| +16% | +$2.95M | 0.11% | 158 |
|
|
2020
Q1 | $16.1M | Buy |
+223,205
| New | +$16.1M | 0.1% | 172 |
|