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ETrade Capital Management’s Exponent EXPO Stock Holding History

ETrade Capital Management’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
2020
Q3 		– Sell
-2,985
Closed -$242K – 903
2020
Q2 		$242K Sell
2,985
-75
-2% -$5.4K 0.01% 720
2020
Q1 		$220K Buy
+3,060
New +$222K 0.01% 666

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ETrade Capital Management's EXPO Position: Q3 2020 in Review

ETrade Capital Management sold out of Exponent (EXPO) in Q3 2020, closing a stake of 2,985 shares — an estimated $242K sold.

ETrade Capital Management first reported a position in EXPO in Q1 2020 and held it in 2 quarters. The position peaked at $242K in Q2 2020. 306 funds tracked by Wall St. Rank hold EXPO as of Q3 2020.

  • ETrade Capital Management reported no remaining Exponent position as of Q3 2020 after selling out during the quarter.
  • ETrade Capital Management sold 2,985 Exponent shares in Q3 2020, an estimated $242K.
  • ETrade Capital Management first reported a position in Exponent in Q1 2020 and held it in 2 quarters.
  • ETrade Capital Management's Exponent position peaked at $242K in Q2 2020.
  • 306 funds tracked by Wall St. Rank held Exponent as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.