Kowal Investment Group’s Exponent EXPO Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-18	Closed	-$2K	–	385
2021 Q3	$2K	Buy	+18	New	+$1.94K	﹤0.01%	792

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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kowal Investment Group's EXPO Position: Q4 2021 in Review

Kowal Investment Group sold out of Exponent (EXPO) in Q4 2021, closing a stake of 18 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in EXPO in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 364 funds tracked by Wall St. Rank hold EXPO as of Q4 2021.

Kowal Investment Group reported no remaining Exponent position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 18 Exponent shares in Q4 2021, an estimated $2K.
Kowal Investment Group first reported a position in Exponent in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Exponent position peaked at $2K in Q3 2021.
364 funds tracked by Wall St. Rank held Exponent as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.