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Lee Ainslie’s Exponent EXPO Stock Holding History

Lee Ainslie’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
2023
Q1 		– Sell
-2,469
Closed -$245K – 487
2022
Q4 		$245K Buy
+2,469
New +$240K 0.01% 340
2021
Q2 		– Sell
-1,739
Closed -$169K – 736
2021
Q1 		$169K Buy
+1,739
New +$163K ﹤0.01% 518
2020
Q3 		– Sell
-4,709
Closed -$381K – 612
2020
Q2 		$381K Buy
+4,709
New +$339K 0.01% 474

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lee Ainslie's EXPO Position: Q1 2023 in Review

Lee Ainslie sold out of Exponent (EXPO) in Q1 2023, closing a stake of 2,469 shares — an estimated $245K sold.

Lee Ainslie first reported a position in EXPO in Q2 2020 and held it in 3 quarters. The position peaked at $381K in Q2 2020. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2023.

  • Lee Ainslie reported no remaining Exponent position as of Q1 2023 after selling out during the quarter.
  • Lee Ainslie sold 2,469 Exponent shares in Q1 2023, an estimated $245K.
  • Lee Ainslie first reported a position in Exponent in Q2 2020 and held it in 3 quarters.
  • Lee Ainslie's Exponent position peaked at $381K in Q2 2020.
  • 361 funds tracked by Wall St. Rank held Exponent as of Q1 2023.

Based on Maverick Capital's 13F filing for Q1 2023, filed 15 May 2023.