NIG
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NFJ Investment Group’s Exponent EXPO Stock Holding History

NFJ Investment Group’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
-115,623
Closed -$10.2M – 240
2023
Q4 		$10.2M Buy
115,623
+48,651
+73% +$3.99M 0.28% 97
2023
Q3 		$5.73M Buy
66,972
+25,290
+61% +$2.29M 0.17% 114
2023
Q2 		$3.89M Buy
41,682
+236
+0.6% +$22.2K 0.1% 167
2023
Q1 		$4.13M Sell
41,446
-661
-2% -$67.3K 0.11% 158
2022
Q4 		$4.17M Sell
42,107
-10,898
-21% -$1.06M 0.11% 169
2022
Q3 		$4.86M Buy
53,005
+8,617
+19% +$817K 0.13% 188
2022
Q2 		$4.06M Sell
44,388
-2,029
-4% -$191K 0.1% 213
2022
Q1 		$5.01M Buy
46,417
+17,808
+62% +$1.72M 0.1% 200
2021
Q4 		$3.34M Sell
28,609
-1,641
-5% -$193K 0.06% 265
2021
Q3 		$3.42M Buy
30,250
+940
+3% +$101K 0.07% 264
2021
Q2 		$2.62M Buy
29,310
+18,087
+161% +$1.69M 0.05% 300
2021
Q1 		$1.09M Buy
+11,223
New +$1.05M 0.02% 349

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

NFJ Investment Group's EXPO Position: Q1 2024 in Review

NFJ Investment Group sold out of Exponent (EXPO) in Q1 2024, closing a stake of 115,623 shares — an estimated $10.2M sold.

NFJ Investment Group first reported a position in EXPO in Q1 2021 and held it in 12 quarters. The position peaked at $10.2M in Q4 2023. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

  • NFJ Investment Group reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
  • NFJ Investment Group sold 115,623 Exponent shares in Q1 2024, an estimated $10.2M.
  • NFJ Investment Group first reported a position in Exponent in Q1 2021 and held it in 12 quarters.
  • NFJ Investment Group's Exponent position peaked at $10.2M in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on NFJ Investment Group's 13F filing for Q1 2024, filed 15 May 2024.