LIP
EXPO icon

Liontrust Investment Partners’s Exponent EXPO Stock Holding History

Liontrust Investment Partners’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
-4,000
Closed -$396K – 211
2022
Q4 		$396K Hold
4,000
– – 0.01% 180
2022
Q3 		$351K Hold
4,000
– – 0.01% 240
2022
Q2 		$366K Hold
4,000
– – 0.01% 248
2022
Q1 		$432K Hold
4,000
– – 0.01% 196
2021
Q4 		$467K Buy
+4,000
New +$470K 0.01% 202

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
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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Liontrust Investment Partners's EXPO Position: Q1 2023 in Review

Liontrust Investment Partners sold out of Exponent (EXPO) in Q1 2023, closing a stake of 4,000 shares — an estimated $396K sold.

Liontrust Investment Partners first reported a position in EXPO in Q4 2021 and held it in 5 quarters. The position peaked at $467K in Q4 2021. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2023.

  • Liontrust Investment Partners reported no remaining Exponent position as of Q1 2023 after selling out during the quarter.
  • Liontrust Investment Partners sold 4,000 Exponent shares in Q1 2023, an estimated $396K.
  • Liontrust Investment Partners first reported a position in Exponent in Q4 2021 and held it in 5 quarters.
  • Liontrust Investment Partners's Exponent position peaked at $467K in Q4 2021.
  • 361 funds tracked by Wall St. Rank held Exponent as of Q1 2023.

Based on Liontrust Investment Partners's 13F filing for Q1 2023, filed 15 May 2023.