ECM
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Evergreen Capital Management’s Exponent EXPO Stock Holding History

Evergreen 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
2026
Q1 		$686K Sell
10,515
-566
-5% -$40.2K 0.01% 622
2025
Q4 		$770K Buy
+11,081
New +$778K 0.02% 546
2024
Q4 		– Sell
-2,045
Closed -$236K – 1085
2024
Q3 		$236K Buy
+2,045
New +$214K 0.01% 844
2023
Q2 		– Sell
-2,855
Closed -$285K – 814
2023
Q1 		$285K Buy
2,855
+194
+7% +$19.7K 0.01% 529
2022
Q4 		$264K Sell
2,661
-134
-5% -$13K 0.01% 520
2022
Q3 		$245K Buy
2,795
+496
+22% +$47K 0.01% 499
2022
Q2 		$210K Sell
2,299
-5
-0.2% -$471 0.01% 513
2022
Q1 		$249K Sell
2,304
-208
-8% -$20.1K 0.01% 540
2021
Q4 		$293K Buy
2,512
+158
+7% +$18.6K 0.01% 487
2021
Q3 		$266K Buy
+2,354
New +$254K 0.01% 470

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VPM
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VCM
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CCA
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State Street
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GCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return