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Equitable Trust’s Exponent EXPO Stock Holding History

Equitable Trust’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
Q1 		– Sell
-1,733
Closed -$202K – 401
2021
Q4 		$202K Buy
+1,733
New +$204K 0.01% 365
2021
Q1 		– Sell
-2,457
Closed -$221K – 360
2020
Q4 		$221K Buy
+2,457
New +$196K 0.02% 337

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Equitable Trust's EXPO Position: Q1 2022 in Review

Equitable Trust sold out of Exponent (EXPO) in Q1 2022, closing a stake of 1,733 shares — an estimated $202K sold.

Equitable Trust first reported a position in EXPO in Q4 2020 and held it in 2 quarters. The position peaked at $221K in Q4 2020. 358 funds tracked by Wall St. Rank hold EXPO as of Q1 2022.

  • Equitable Trust reported no remaining Exponent position as of Q1 2022 after selling out during the quarter.
  • Equitable Trust sold 1,733 Exponent shares in Q1 2022, an estimated $202K.
  • Equitable Trust first reported a position in Exponent in Q4 2020 and held it in 2 quarters.
  • Equitable Trust's Exponent position peaked at $221K in Q4 2020.
  • 358 funds tracked by Wall St. Rank held Exponent as of Q1 2022.

Based on Equitable Trust's 13F filing for Q1 2022, filed 6 May 2022.