Hennion & Walsh Asset Management’s Exponent EXPO Stock Holding History

Hennion & Walsh Asset Management’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	-2,388	Closed	-$210K	–	858
2023 Q4	$210K	Sell	2,388 -602	-20%	-$49.3K	0.01%	766
2023 Q3	$256K	Sell	2,990 -118	-4%	-$10.7K	0.02%	690
2023 Q2	$290K	Sell	3,108 -118	-4%	-$11.1K	0.02%	655
2023 Q1	$322K	Sell	3,226 -112	-3%	-$11.4K	0.02%	622
2022 Q4	$331K	Sell	3,338 -35	-1%	-$3.4K	0.02%	597
2022 Q3	$296K	Buy	3,373 +63	+2%	+$5.97K	0.02%	621
2022 Q2	$303K	Buy	3,310 +939	+40%	+$88.5K	0.02%	623
2022 Q1	$256K	Buy	+2,371	New	+$229K	0.01%	697

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

Hennion & Walsh Asset Management's EXPO Position: Q1 2024 in Review

Hennion & Walsh Asset Management sold out of Exponent (EXPO) in Q1 2024, closing a stake of 2,388 shares — an estimated $210K sold.

Hennion & Walsh Asset Management first reported a position in EXPO in Q1 2022 and held it in 8 quarters. The position peaked at $331K in Q4 2022. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

Hennion & Walsh Asset Management reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
Hennion & Walsh Asset Management sold 2,388 Exponent shares in Q1 2024, an estimated $210K.
Hennion & Walsh Asset Management first reported a position in Exponent in Q1 2022 and held it in 8 quarters.
Hennion & Walsh Asset Management's Exponent position peaked at $331K in Q4 2022.
329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q1 2024, filed 17 Apr 2024.