Great Diamond Partners’s Exponent EXPO Stock Holding History

Great Diamond Partners’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
2020 Q1	–	Sell	-356	Closed	-$24K	–	279
2019 Q4	$24K	Buy	+356	New	+$23.5K	0.01%	419

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Great Diamond Partners's EXPO Position: Q1 2020 in Review

Great Diamond Partners sold out of Exponent (EXPO) in Q1 2020, closing a stake of 356 shares — an estimated $24K sold.

Great Diamond Partners first reported a position in EXPO in Q4 2019 and held it in 1 quarter. The position peaked at $24K in Q4 2019. 274 funds tracked by Wall St. Rank hold EXPO as of Q1 2020.

Great Diamond Partners reported no remaining Exponent position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 356 Exponent shares in Q1 2020, an estimated $24K.
Great Diamond Partners first reported a position in Exponent in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Exponent position peaked at $24K in Q4 2019.
274 funds tracked by Wall St. Rank held Exponent as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.