Gradient Investments’s Exponent EXPO Stock Holding History

Gradient Investments’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 Q2	–	Sell	-20	Closed	-$1.99K	–	1807
2023 Q1	$1.99K	Buy	+20	New	+$2.04K	﹤0.01%	1110

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

Gradient Investments's EXPO Position: Q2 2023 in Review

Gradient Investments sold out of Exponent (EXPO) in Q2 2023, closing a stake of 20 shares — an estimated $1.99K sold.

Gradient Investments first reported a position in EXPO in Q1 2023 and held it in 1 quarter. The position peaked at $1.99K in Q1 2023. 356 funds tracked by Wall St. Rank hold EXPO as of Q2 2023.

Gradient Investments reported no remaining Exponent position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 20 Exponent shares in Q2 2023, an estimated $1.99K.
Gradient Investments first reported a position in Exponent in Q1 2023 and held it in 1 quarter.
Gradient Investments's Exponent position peaked at $1.99K in Q1 2023.
356 funds tracked by Wall St. Rank held Exponent as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.