Everence Capital Management’s Exponent EXPO Stock Holding History

Everence 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
2023 Q1	–	Sell	-8,470	Closed	-$839	–	760
2022 Q4	$839	Hold	8,470	–	–	0.07%	234
2022 Q3	$743K	Buy	8,470 +1,220	+17%	+$116K	0.07%	244
2022 Q2	$663K	Buy	7,250 +1,270	+21%	+$120K	0.06%	260
2022 Q1	$646K	Hold	5,980	–	–	0.05%	311
2021 Q4	$698K	Hold	5,980	–	–	0.05%	305
2021 Q3	$677K	Hold	5,980	–	–	0.06%	281
2021 Q2	$533K	Hold	5,980	–	–	0.04%	375
2021 Q1	$583K	Sell	5,980 -2,230	-27%	-$209K	0.05%	315
2020 Q4	$739K	Hold	8,210	–	–	0.07%	227
2020 Q3	$591K	Hold	8,210	–	–	0.07%	252
2020 Q2	$610K	Hold	8,210	–	–	0.07%	235
2020 Q1	$590K	Hold	8,210	–	–	0.08%	200
2019 Q4	$567K	Hold	8,210	–	–	0.08%	252
2019 Q3	$574K	Hold	8,210	–	–	0.09%	231
2019 Q2	$481K	Hold	8,210	–	–	0.08%	275
2019 Q1	$474K	Buy	8,210 +4,170	+103%	+$225K	0.08%	259
2018 Q4	$205K	Hold	4,040	–	–	0.05%	374
2018 Q3	$217K	Buy	+4,040	New	+$207K	0.04%	394

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Everence Capital Management's EXPO Position: Q1 2023 in Review

Everence Capital Management sold out of Exponent (EXPO) in Q1 2023, closing a stake of 8,470 shares — an estimated $839 sold.

Everence Capital Management first reported a position in EXPO in Q3 2018 and held it in 18 quarters. The position peaked at $743K in Q3 2022. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2023.

Everence Capital Management reported no remaining Exponent position as of Q1 2023 after selling out during the quarter.
Everence Capital Management sold 8,470 Exponent shares in Q1 2023, an estimated $839.
Everence Capital Management first reported a position in Exponent in Q3 2018 and held it in 18 quarters.
Everence Capital Management's Exponent position peaked at $743K in Q3 2022.
361 funds tracked by Wall St. Rank held Exponent as of Q1 2023.

Based on Everence Capital Management's 13F filing for Q1 2023, filed 4 Apr 2023.