Jefferies Group
EXPO icon

Jefferies Group’s Exponent EXPO Stock Holding History

Jefferies Group’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
2019
Q4 		– Sell
-8,344
Closed -$583K – 2672
2019
Q3 		$583K Buy
+8,344
New +$563K ﹤0.01% 1801
2019
Q2 		– Sell
-4,083
Closed -$236K – 2628
2019
Q1 		$236K Buy
+4,083
New +$221K ﹤0.01% 1885
2017
Q4 		– Sell
-7,072
Closed -$261K – 2574
2017
Q3 		$261K Sell
7,072
-1,106
-14% -$36.5K ﹤0.01% 1945
2017
Q2 		$238K Buy
+8,178
New +$244K ﹤0.01% 1981
2016
Q4 		– Sell
-9,742
Closed -$249K – 2284
2016
Q3 		$249K Buy
+9,742
New +$254K ﹤0.01% 1869
2015
Q3 		– Sell
-9,724
Closed -$218K – 2506
2015
Q2 		$218K Buy
+9,724
New +$214K ﹤0.01% 1919

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Jefferies Group's EXPO Position: Q4 2019 in Review

Jefferies Group sold out of Exponent (EXPO) in Q4 2019, closing a stake of 8,344 shares — an estimated $583K sold.

Jefferies Group first reported a position in EXPO in Q2 2015 and held it in 6 quarters. The position peaked at $583K in Q3 2019. 271 funds tracked by Wall St. Rank hold EXPO as of Q4 2019.

  • Jefferies Group reported no remaining Exponent position as of Q4 2019 after selling out during the quarter.
  • Jefferies Group sold 8,344 Exponent shares in Q4 2019, an estimated $583K.
  • Jefferies Group first reported a position in Exponent in Q2 2015 and held it in 6 quarters.
  • Jefferies Group's Exponent position peaked at $583K in Q3 2019.
  • 271 funds tracked by Wall St. Rank held Exponent as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.