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Ground Swell Capital’s Exponent EXPO Stock Holding History

Ground Swell Capital’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
2014
Q3 		$17K Buy
+984
New +$18.1K 0.03% 616

Other funds holding EXPO

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ground Swell Capital's EXPO Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Exponent (EXPO) in Q3 2014: 984 shares worth $17K. The stake represents 0.03% of the portfolio and ranks #616 among its holdings.

140 funds tracked by Wall St. Rank hold EXPO as of Q3 2014.

  • Ground Swell Capital held 984 shares of Exponent worth $17K as of Q3 2014.
  • Exponent was a new Ground Swell Capital position in Q3 2014.
  • Exponent made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #616 holding.
  • 140 funds tracked by Wall St. Rank held Exponent as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.