LBC
EXPO icon

Lowe Brockenbrough & Co’s Exponent EXPO Stock Holding History

Lowe Brockenbrough & Co’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
Q4 		– Sell
-2,100
Closed -$242K – 265
2024
Q3 		$242K Buy
+2,100
New +$220K 0.02% 255
2023
Q3 		– Sell
-2,300
Closed -$215K – 268
2023
Q2 		$215K Hold
2,300
– – 0.02% 261
2023
Q1 		$229K Hold
2,300
– – 0.02% 255
2022
Q4 		$228K Sell
2,300
-100
-4% -$9.71K 0.02% 248
2022
Q3 		$210K Sell
2,400
-200
-8% -$19K 0.02% 246
2022
Q2 		$238K Hold
2,600
– – 0.02% 247
2022
Q1 		$281K Buy
2,600
+800
+44% +$77.2K 0.02% 246
2021
Q4 		$210K Hold
1,800
– – 0.02% 251
2021
Q3 		$204K Buy
+1,800
New +$194K 0.02% 268

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lowe Brockenbrough & Co's EXPO Position: Q4 2024 in Review

Lowe Brockenbrough & Co sold out of Exponent (EXPO) in Q4 2024, closing a stake of 2,100 shares — an estimated $242K sold.

Lowe Brockenbrough & Co first reported a position in EXPO in Q3 2021 and held it in 9 quarters. The position peaked at $281K in Q1 2022. 369 funds tracked by Wall St. Rank hold EXPO as of Q4 2024.

  • Lowe Brockenbrough & Co reported no remaining Exponent position as of Q4 2024 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 2,100 Exponent shares in Q4 2024, an estimated $242K.
  • Lowe Brockenbrough & Co first reported a position in Exponent in Q3 2021 and held it in 9 quarters.
  • Lowe Brockenbrough & Co's Exponent position peaked at $281K in Q1 2022.
  • 369 funds tracked by Wall St. Rank held Exponent as of Q4 2024.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2024, filed 11 Feb 2025.