Gemmer Asset Management’s Exponent EXPO Stock Holding History

Gemmer Asset 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
2019 Q4	–	Sell	-184	Closed	-$13K	–	1368
2019 Q3	$13K	Hold	184	–	–	﹤0.01%	551
2019 Q2	$11K	Hold	184	–	–	﹤0.01%	608
2019 Q1	$11K	Hold	184	–	–	﹤0.01%	641
2018 Q4	$9K	Hold	184	–	–	﹤0.01%	644
2018 Q3	$10K	Hold	184	–	–	﹤0.01%	698
2018 Q2	$9K	Hold	184	–	–	﹤0.01%	744
2018 Q1	$7K	Hold	184	–	–	﹤0.01%	835
2017 Q4	$7K	Hold	184	–	–	﹤0.01%	834
2017 Q3	$7K	Hold	184	–	–	﹤0.01%	806
2017 Q2	$5K	Hold	184	–	–	﹤0.01%	925
2017 Q1	$5K	Hold	184	–	–	﹤0.01%	913
2016 Q4	$6K	Hold	184	–	–	﹤0.01%	832
2016 Q3	$5K	Hold	184	–	–	﹤0.01%	887
2016 Q2	$5K	Hold	184	–	–	﹤0.01%	860
2016 Q1	$4K	Hold	184	–	–	﹤0.01%	879
2015 Q4	$5K	Hold	184	–	–	﹤0.01%	837
2015 Q3	$4K	Hold	184	–	–	﹤0.01%	883
2015 Q2	$4K	Hold	184	–	–	﹤0.01%	912
2015 Q1	$4K	Hold	184	–	–	﹤0.01%	955
2014 Q4	$4K	Hold	184	–	–	﹤0.01%	931
2014 Q3	$3K	Hold	184	–	–	﹤0.01%	1024
2014 Q2	$3K	Hold	184	–	–	﹤0.01%	1057
2014 Q1	$3K	Buy	+184	New	+$3.39K	﹤0.01%	1039

Other funds holding EXPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Gemmer Asset Management's EXPO Position: Q4 2019 in Review

Gemmer Asset Management sold out of Exponent (EXPO) in Q4 2019, closing a stake of 184 shares — an estimated $13K sold.

Gemmer Asset Management first reported a position in EXPO in Q1 2014 and held it in 23 quarters. The position peaked at $13K in Q3 2019. 271 funds tracked by Wall St. Rank hold EXPO as of Q4 2019.

Gemmer Asset Management reported no remaining Exponent position as of Q4 2019 after selling out during the quarter.
Gemmer Asset Management sold 184 Exponent shares in Q4 2019, an estimated $13K.
Gemmer Asset Management first reported a position in Exponent in Q1 2014 and held it in 23 quarters.
Gemmer Asset Management's Exponent position peaked at $13K in Q3 2019.
271 funds tracked by Wall St. Rank held Exponent as of Q4 2019.

Based on Gemmer Asset Management's 13F filing for Q4 2019, filed 17 Jan 2020.