Marshall Wace North America’s Exponent EXPO Stock Holding History

Marshall Wace North America’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
2021 Q2	–	Sell	-2,224	Closed	-$217K	–	1549
2021 Q1	$217K	Buy	+2,224	New	+$209K	﹤0.01%	1392
2020 Q4	–	Sell	-18,865	Closed	-$1.36M	–	1385
2020 Q3	$1.36M	Buy	+18,865	New	+$1.5M	0.01%	715
2020 Q2	–	Sell	-26,876	Closed	-$1.93M	–	1243
2020 Q1	$1.93M	Buy	+26,876	New	+$1.95M	0.01%	488
2019 Q4	–	Sell	-2,071	Closed	-$145K	–	1375
2019 Q3	$145K	Sell	2,071 -44,367	-96%	-$2.99M	﹤0.01%	1004
2019 Q2	$2.72M	Buy	46,438 +12,811	+38%	+$730K	0.02%	496
2019 Q1	$1.94M	Buy	33,627 +12,431	+59%	+$672K	0.01%	520
2018 Q4	$1.08M	Buy	21,196 +13,685	+182%	+$686K	0.01%	598
2018 Q3	$403K	Buy	+7,511	New	+$385K	﹤0.01%	736

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

Neuberger Berman Group New York $131B AUM 28.36% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Marshall Wace North America's EXPO Position: Q2 2021 in Review

Marshall Wace North America sold out of Exponent (EXPO) in Q2 2021, closing a stake of 2,224 shares — an estimated $217K sold.

Marshall Wace North America first reported a position in EXPO in Q3 2018 and held it in 8 quarters. The position peaked at $2.72M in Q2 2019. 318 funds tracked by Wall St. Rank hold EXPO as of Q2 2021.

Marshall Wace North America reported no remaining Exponent position as of Q2 2021 after selling out during the quarter.
Marshall Wace North America sold 2,224 Exponent shares in Q2 2021, an estimated $217K.
Marshall Wace North America first reported a position in Exponent in Q3 2018 and held it in 8 quarters.
Marshall Wace North America's Exponent position peaked at $2.72M in Q2 2019.
318 funds tracked by Wall St. Rank held Exponent as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.