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Fort LP’s Exponent EXPO Stock Holding History

Fort LP’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
-3,594
Closed -$315K – 189
2022
Q3 		$315K Sell
3,594
-2,062
-36% -$195K 0.39% 146
2022
Q2 		$517K Sell
5,656
-2,668
-32% -$251K 0.35% 149
2022
Q1 		$899K Sell
8,324
-3,375
-29% -$325K 0.34% 151
2021
Q4 		$1.37M Sell
11,699
-1,986
-15% -$233K 0.44% 112
2021
Q3 		$1.55M Sell
13,685
-3,521
-20% -$380K 0.52% 61
2021
Q2 		$1.53M Sell
17,206
-3,291
-16% -$308K 0.44% 117
2021
Q1 		$2M Buy
20,497
+198
+1% +$18.6K 0.56% 22
2020
Q4 		$1.83M Buy
20,299
+4,670
+30% +$372K 0.55% 26
2020
Q3 		$1.13M Buy
15,629
+2,174
+16% +$173K 0.47% 93
2020
Q2 		$1.09M Sell
13,455
-24,326
-64% -$1.75M 0.59% 28
2020
Q1 		$2.72M Sell
37,781
-1,360
-3% -$98.8K 0.61% 15
2019
Q4 		$2.7M Sell
39,141
-3,202
-8% -$211K 0.48% 99
2019
Q3 		$2.96M Buy
42,343
+455
+1% +$30.7K 0.55% 31
2019
Q2 		$2.45M Buy
41,888
+3,551
+9% +$202K 0.47% 101
2019
Q1 		$2.21M Buy
38,337
+9,608
+33% +$519K 0.45% 103
2018
Q4 		$1.46M Buy
28,729
+13,948
+94% +$700K 0.34% 113
2018
Q3 		$792K Buy
14,781
+12,357
+510% +$633K 0.18% 173
2018
Q2 		$117K Buy
+2,424
New +$111K 0.03% 172

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fort LP's EXPO Position: Q4 2022 in Review

Fort LP sold out of Exponent (EXPO) in Q4 2022, closing a stake of 3,594 shares — an estimated $315K sold.

Fort LP first reported a position in EXPO in Q2 2018 and held it in 18 quarters. The position peaked at $2.96M in Q3 2019. 351 funds tracked by Wall St. Rank hold EXPO as of Q4 2022.

  • Fort LP reported no remaining Exponent position as of Q4 2022 after selling out during the quarter.
  • Fort LP sold 3,594 Exponent shares in Q4 2022, an estimated $315K.
  • Fort LP first reported a position in Exponent in Q2 2018 and held it in 18 quarters.
  • Fort LP's Exponent position peaked at $2.96M in Q3 2019.
  • 351 funds tracked by Wall St. Rank held Exponent as of Q4 2022.

Based on Fort LP's 13F filing for Q4 2022, filed 13 Feb 2023.