Lee Financial’s Exponent EXPO Stock Holding History

Lee Financial’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	-150	Closed	-$13.2K	–	391
2023 Q4	$13.2K	Hold	150	–	–	﹤0.01%	384
2023 Q3	$12.8K	Hold	150	–	–	﹤0.01%	373
2023 Q2	$14K	Hold	150	–	–	﹤0.01%	360
2023 Q1	$15K	Buy	150 +20	+15%	+$2.04K	﹤0.01%	358
2022 Q4	$12.9K	Hold	130	–	–	﹤0.01%	415
2022 Q3	$11K	Hold	130	–	–	﹤0.01%	416
2022 Q2	$12K	Hold	130	–	–	﹤0.01%	418
2022 Q1	$14K	Hold	130	–	–	﹤0.01%	388
2021 Q4	$15K	Sell	130 -35	-21%	-$4.11K	﹤0.01%	415
2021 Q3	$19K	Hold	165	–	–	﹤0.01%	338
2021 Q2	$15K	Hold	165	–	–	﹤0.01%	355
2021 Q1	$16K	Sell	165 -85	-34%	-$7.97K	﹤0.01%	333
2020 Q4	$23K	Hold	250	–	–	0.01%	269
2020 Q3	$18K	Hold	250	–	–	0.01%	318
2020 Q2	$20K	Sell	250 -35	-12%	-$2.52K	0.01%	276
2020 Q1	$20K	Hold	285	–	–	0.01%	232
2019 Q4	$20K	Hold	285	–	–	﹤0.01%	252
2019 Q3	$20K	Sell	285 -35	-11%	-$2.36K	﹤0.01%	254
2019 Q2	$19K	Hold	320	–	–	﹤0.01%	263
2019 Q1	$18K	Hold	320	–	–	﹤0.01%	262
2018 Q4	$16K	Sell	320 -60	-16%	-$3.01K	﹤0.01%	240
2018 Q3	$20K	Hold	380	–	–	﹤0.01%	247
2018 Q2	$18K	Hold	380	–	–	﹤0.01%	363
2018 Q1	$15K	Hold	380	–	–	﹤0.01%	397
2017 Q4	$14K	Buy	380 +50	+15%	+$1.84K	﹤0.01%	282
2017 Q3	$12K	Hold	330	–	–	﹤0.01%	302
2017 Q2	$10K	Hold	330	–	–	﹤0.01%	317
2017 Q1	$10K	Hold	330	–	–	﹤0.01%	274
2016 Q4	$10K	Buy	+330	New	+$9.57K	0.01%	285

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

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 New York $131B AUM 28.36% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Lee Financial's EXPO Position: Q1 2024 in Review

Lee Financial sold out of Exponent (EXPO) in Q1 2024, closing a stake of 150 shares — an estimated $13.2K sold.

Lee Financial first reported a position in EXPO in Q4 2016 and held it in 29 quarters. The position peaked at $23K in Q4 2020. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

Lee Financial reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 150 Exponent shares in Q1 2024, an estimated $13.2K.
Lee Financial first reported a position in Exponent in Q4 2016 and held it in 29 quarters.
Lee Financial's Exponent position peaked at $23K in Q4 2020.
329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.