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Oakworth Capital’s Exponent EXPO Stock Holding History

Oakworth Capital’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
Q3 		– Sell
-35
Closed -$3.33K – 700
2024
Q2 		$3.33K Hold
35
– – ﹤0.01% 621
2024
Q1 		$2.89K Hold
35
– – ﹤0.01% 594
2023
Q4 		$3.08K Buy
+35
New +$2.87K ﹤0.01% 591

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

Oakworth Capital's EXPO Position: Q3 2024 in Review

Oakworth Capital sold out of Exponent (EXPO) in Q3 2024, closing a stake of 35 shares — an estimated $3.33K sold.

Oakworth Capital first reported a position in EXPO in Q4 2023 and held it in 3 quarters. The position peaked at $3.33K in Q2 2024. 373 funds tracked by Wall St. Rank hold EXPO as of Q3 2024.

  • Oakworth Capital reported no remaining Exponent position as of Q3 2024 after selling out during the quarter.
  • Oakworth Capital sold 35 Exponent shares in Q3 2024, an estimated $3.33K.
  • Oakworth Capital first reported a position in Exponent in Q4 2023 and held it in 3 quarters.
  • Oakworth Capital's Exponent position peaked at $3.33K in Q2 2024.
  • 373 funds tracked by Wall St. Rank held Exponent as of Q3 2024.

Based on Oakworth Capital's 13F filing for Q3 2024, filed 21 Oct 2024.