Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Exponent EXPO Stock Holding History

Kovitz Investment Group Partners’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
Q3 		– Sell
-11,093
Closed -$1.06M – 1070
2024
Q2 		$1.06M Buy
+11,093
New +$1M 0.01% 526

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Kovitz Investment Group Partners's EXPO Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of Exponent (EXPO) in Q3 2024, closing a stake of 11,093 shares — an estimated $1.06M sold.

Kovitz Investment Group Partners first reported a position in EXPO in Q2 2024 and held it in 1 quarter. The position peaked at $1.06M in Q2 2024. 373 funds tracked by Wall St. Rank hold EXPO as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining Exponent position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,093 Exponent shares in Q3 2024, an estimated $1.06M.
  • Kovitz Investment Group Partners first reported a position in Exponent in Q2 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Exponent position peaked at $1.06M in Q2 2024.
  • 373 funds tracked by Wall St. Rank held Exponent as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.