Harding Loevner’s Exponent EXPO Stock Holding History

Harding Loevner’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
2022 Q4	–	Sell	-284	Closed	-$25K	–	111
2022 Q3	$25K	Hold	284	–	–	﹤0.01%	117
2022 Q2	$26K	Hold	284	–	–	﹤0.01%	117
2022 Q1	$25K	Sell	284 -155	-35%	-$14.9K	﹤0.01%	116
2021 Q4	$51K	Buy	439 +209	+91%	+$24.6K	﹤0.01%	112
2021 Q3	$26K	Hold	230	–	–	﹤0.01%	117
2021 Q2	$21K	Hold	230	–	–	﹤0.01%	128
2021 Q1	$22K	Buy	230 +55	+31%	+$5.16K	﹤0.01%	131
2020 Q4	$16K	Hold	175	–	–	﹤0.01%	135
2020 Q3	$13K	Hold	175	–	–	﹤0.01%	167
2020 Q2	$14K	Hold	175	–	–	﹤0.01%	131
2020 Q1	$13K	Hold	175	–	–	﹤0.01%	128
2019 Q4	$12K	Hold	175	–	–	﹤0.01%	131
2019 Q3	$12K	Hold	175	–	–	﹤0.01%	128
2019 Q2	$10K	Hold	175	–	–	﹤0.01%	133
2019 Q1	$10K	Hold	175	–	–	﹤0.01%	130
2018 Q4	$9K	Buy	+175	New	+$8.78K	﹤0.01%	138

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

CCA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner's EXPO Position: Q4 2022 in Review

Harding Loevner sold out of Exponent (EXPO) in Q4 2022, closing a stake of 284 shares — an estimated $25K sold.

Harding Loevner first reported a position in EXPO in Q4 2018 and held it in 16 quarters. The position peaked at $51K in Q4 2021. 350 funds tracked by Wall St. Rank hold EXPO as of Q4 2022.

Harding Loevner reported no remaining Exponent position as of Q4 2022 after selling out during the quarter.
Harding Loevner sold 284 Exponent shares in Q4 2022, an estimated $25K.
Harding Loevner first reported a position in Exponent in Q4 2018 and held it in 16 quarters.
Harding Loevner's Exponent position peaked at $51K in Q4 2021.
350 funds tracked by Wall St. Rank held Exponent as of Q4 2022.

Based on Harding Loevner's 13F filing for Q4 2022, filed 14 Feb 2023.