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Laffer Tengler Investments’s Exponent EXPO Stock Holding History

Laffer Tengler Investments’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
Q1 		– Sell
-29
Closed -$2.55K – 445
2023
Q4 		$2.55K Buy
+29
New +$2.38K ﹤0.01% 373
2022
Q2 		– Sell
-28
Closed -$3.02K – 407
2022
Q1 		$3.02K Buy
+28
New +$2.7K ﹤0.01% 352

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
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 $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Laffer Tengler Investments's EXPO Position: Q1 2024 in Review

Laffer Tengler Investments sold out of Exponent (EXPO) in Q1 2024, closing a stake of 29 shares — an estimated $2.55K sold.

Laffer Tengler Investments first reported a position in EXPO in Q1 2022 and held it in 2 quarters. The position peaked at $3.02K in Q1 2022. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

  • Laffer Tengler Investments reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 29 Exponent shares in Q1 2024, an estimated $2.55K.
  • Laffer Tengler Investments first reported a position in Exponent in Q1 2022 and held it in 2 quarters.
  • Laffer Tengler Investments's Exponent position peaked at $3.02K in Q1 2022.
  • 329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.