Montanaro Asset Management’s XPEL XPEL Stock Holding History

Montanaro Asset Management’s Portfolio XPEL Stock Details XPEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-114,850	Closed	-$8.86M	–	45
2023 Q3	$8.86M	Buy	114,850 +5,000	+5%	+$402K	1.56%	26
2023 Q2	$9.25M	Buy	109,850 +6,000	+6%	+$443K	1.46%	24
2023 Q1	$7.06M	Buy	103,850 +1,000	+1%	+$70.6K	1.1%	27
2022 Q4	$6.18M	Buy	102,850 +3,000	+3%	+$192K	1.01%	27
2022 Q3	$6.43M	Sell	99,850 -5,000	-5%	-$325K	0.99%	31
2022 Q2	$4.82M	Buy	104,850 +5,000	+5%	+$236K	0.72%	33
2022 Q1	$5.25M	Buy	99,850 +15,650	+19%	+$967K	0.65%	32
2021 Q4	$5.75M	Buy	84,200 +1,600	+2%	+$115K	0.58%	34
2021 Q3	$6.27M	Buy	82,600 +1,500	+2%	+$123K	0.76%	33
2021 Q2	$6.8M	Buy	81,100 +2,500	+3%	+$184K	0.86%	33
2021 Q1	$4.08M	Buy	78,600 +16,300	+26%	+$877K	0.6%	34
2020 Q4	$3.21M	Buy	+62,300	New	+$2.25M	0.54%	32

Other funds holding XPEL

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Cowbird Capital New York $87M AUM 10.91% 1-Year Est. Return

Dimensional Fund Advisors

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