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Kiwi Wealth Investments Limited Partnership’s Exponent EXPO Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2021
Q3 		– Sell
-3,905
Closed -$348K – 250
2021
Q2 		$348K Sell
3,905
-6,165
-61% -$577K 0.02% 227
2021
Q1 		$981K Hold
10,070
– – 0.06% 185
2020
Q4 		$907K Buy
+10,070
New +$803K 0.05% 225

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 $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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EXPO Position: Q3 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Exponent (EXPO) in Q3 2021, closing a stake of 3,905 shares — an estimated $348K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EXPO in Q4 2020 and held it in 3 quarters. The position peaked at $981K in Q1 2021. 339 funds tracked by Wall St. Rank hold EXPO as of Q3 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Exponent position as of Q3 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 3,905 Exponent shares in Q3 2021, an estimated $348K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Exponent in Q4 2020 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Exponent position peaked at $981K in Q1 2021.
  • 339 funds tracked by Wall St. Rank held Exponent as of Q3 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2021, filed 16 Nov 2021.