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Ladenburg Thalmann Financial Services’s Exponent EXPO Stock Holding History

Ladenburg Thalmann Financial Services’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 		$147K Sell
2,132
-604
-22% -$39.9K ﹤0.01% 2738
2019
Q3 		$191K Buy
2,736
+476
+21% +$32.1K ﹤0.01% 2507
2019
Q2 		$132K Sell
2,260
-58
-3% -$3.3K ﹤0.01% 2768
2019
Q1 		$134K Buy
2,318
+1
+0% +$54 ﹤0.01% 2691
2018
Q4 		$117K Buy
2,317
+920
+66% +$46.1K ﹤0.01% 2637
2018
Q3 		$74K Buy
1,397
+330
+31% +$16.9K ﹤0.01% 3044
2018
Q2 		$85K Sell
1,067
-1,067
-50% -$48.9K ﹤0.01% 2854
2018
Q1 		$85K Sell
2,134
-4
-0.2% -$151 ﹤0.01% 2854
2017
Q4 		$76K Buy
2,138
+672
+46% +$24.7K ﹤0.01% 2923
2017
Q3 		$54K Buy
1,466
+788
+116% +$26K ﹤0.01% 3023
2017
Q2 		$20K Sell
678
-286
-30% -$8.55K ﹤0.01% 3613
2017
Q1 		$28K Sell
964
-30
-3% -$874 ﹤0.01% 3319
2016
Q4 		$30K Sell
994
-36
-3% -$1.04K ﹤0.01% 3201
2016
Q3 		$26K Sell
1,030
-34
-3% -$886 ﹤0.01% 3225
2016
Q2 		$31K Buy
1,064
+228
+27% +$5.93K ﹤0.01% 3033
2016
Q1 		$22K Hold
836
– – ﹤0.01% 3185
2015
Q4 		$20K Buy
836
+248
+42% +$6.29K ﹤0.01% 3220
2015
Q3 		$13K Buy
588
+264
+81% +$5.81K ﹤0.01% 3370
2015
Q2 		$7K Hold
324
– – ﹤0.01% 3879
2015
Q1 		$7K Sell
324
-84
-21% -$1.8K ﹤0.01% 3818
2014
Q4 		$8K Buy
+408
New +$7.91K ﹤0.01% 3515
2014
Q3 		– Sell
-1,844
Closed -$34K – 3945
2014
Q2 		$34K Buy
1,844
+4
+0.2% +$71 ﹤0.01% 2279
2014
Q1 		$35K Buy
1,840
+8
+0.4% +$148 ﹤0.01% 2193
2013
Q4 		$35K Buy
1,832
+4
+0.2% +$76 ﹤0.01% 2155
2013
Q3 		$33K Buy
1,828
+4
+0.2% +$67 ﹤0.01% 2103
2013
Q2 		$27K Buy
+1,824
New +$25K ﹤0.01% 2154

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EXPO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Exponent (EXPO) stake by 22% in Q4 2019, selling an estimated $39.9K and leaving 2,132 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Ladenburg Thalmann Financial Services first reported a position in EXPO in Q2 2013 and has held it in 26 quarters since. The position peaked at $191K in Q3 2019. 271 funds tracked by Wall St. Rank hold EXPO as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,132 shares of Exponent worth $147K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 604 Exponent shares in Q4 2019, an estimated $39.9K.
  • Exponent made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2738 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Exponent in Q2 2013 and has held it in 26 quarters since.
  • Ladenburg Thalmann Financial Services's Exponent position peaked at $191K in Q3 2019.
  • 271 funds tracked by Wall St. Rank held Exponent as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.