Epoch Investment Partners’s Exponent EXPO Stock Holding History

Epoch Investment Partners’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 Q4	–	Sell	-170,525	Closed	-$14.9M	–	428
2022 Q3	$14.9M	Sell	170,525 -10,881	-6%	-$1.03M	0.1%	214
2022 Q2	$16.6M	Sell	181,406 -24,766	-12%	-$2.33M	0.1%	215
2022 Q1	$22.3M	Sell	206,172 -70,220	-25%	-$6.77M	0.11%	204
2021 Q4	$32.3M	Sell	276,392 -64,482	-19%	-$7.58M	0.16%	169
2021 Q3	$38.6M	Buy	340,874 +9,536	+3%	+$1.03M	0.21%	141
2021 Q2	$29.6M	Buy	331,338 +5,546	+2%	+$519K	0.16%	174
2021 Q1	$31.7M	Buy	325,792 +235	+0.1%	+$22K	0.15%	163
2020 Q4	$29.3M	Sell	325,557 -47,225	-13%	-$3.77M	0.13%	159
2020 Q3	$26.9M	Buy	372,782 +113,072	+44%	+$8.99M	0.13%	148
2020 Q2	$21M	Buy	259,710 +36,505	+16%	+$2.63M	0.11%	158
2020 Q1	$16.1M	Buy	+223,205	New	+$16.2M	0.1%	172

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Epoch Investment Partners's EXPO Position: Q4 2022 in Review

Epoch Investment Partners sold out of Exponent (EXPO) in Q4 2022, closing a stake of 170,525 shares — an estimated $14.9M sold.

Epoch Investment Partners first reported a position in EXPO in Q1 2020 and held it in 11 quarters. The position peaked at $38.6M in Q3 2021. 351 funds tracked by Wall St. Rank hold EXPO as of Q4 2022.

Epoch Investment Partners reported no remaining Exponent position as of Q4 2022 after selling out during the quarter.
Epoch Investment Partners sold 170,525 Exponent shares in Q4 2022, an estimated $14.9M.
Epoch Investment Partners first reported a position in Exponent in Q1 2020 and held it in 11 quarters.
Epoch Investment Partners's Exponent position peaked at $38.6M in Q3 2021.
351 funds tracked by Wall St. Rank held Exponent as of Q4 2022.

Based on Epoch Investment Partners's 13F filing for Q4 2022, filed 13 Feb 2023.