Great Lakes Advisors’s Exponent EXPO Stock Holding History

Great Lakes Advisors’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
2024 Q1	–	Sell	-78,312	Closed	-$6.89M	–	822
2023 Q4	$6.89M	Sell	78,312 -1,209	-2%	-$99.1K	0.07%	252
2023 Q3	$6.81M	Sell	79,521 -991	-1%	-$89.6K	0.06%	255
2023 Q2	$7.51M	Buy	80,512 +368	+0.5%	+$34.6K	0.08%	248
2023 Q1	$7.99M	Sell	80,144 -4,324	-5%	-$440K	0.07%	261
2022 Q4	$8.37M	Sell	84,468 -2,111	-2%	-$205K	0.48%	33
2022 Q3	$7.59M	Buy	+86,579	New	+$8.21M	0.17%	159

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

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

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

Great Lakes Advisors's EXPO Position: Q1 2024 in Review

Great Lakes Advisors sold out of Exponent (EXPO) in Q1 2024, closing a stake of 78,312 shares — an estimated $6.89M sold.

Great Lakes Advisors first reported a position in EXPO in Q3 2022 and held it in 6 quarters. The position peaked at $8.37M in Q4 2022. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

Great Lakes Advisors reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
Great Lakes Advisors sold 78,312 Exponent shares in Q1 2024, an estimated $6.89M.
Great Lakes Advisors first reported a position in Exponent in Q3 2022 and held it in 6 quarters.
Great Lakes Advisors's Exponent position peaked at $8.37M in Q4 2022.
329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Great Lakes Advisors's 13F filing for Q1 2024, filed 8 May 2024.