OneDigital Investment Advisors’s Exponent EXPO Stock Holding History

OneDigital Investment Advisors’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	-2,740	Closed	-$316K	–	1439
2024 Q3	$316K	Sell	2,740 -207	-7%	-$21.7K	﹤0.01%	1136
2024 Q2	$280K	Buy	+2,947	New	+$266K	﹤0.01%	1140
2024 Q1	–	Sell	-8,228	Closed	-$724K	–	1114
2023 Q4	$724K	Buy	8,228 +1,066	+15%	+$87.3K	0.01%	581
2023 Q3	$613K	Sell	7,162 -95	-1%	-$8.59K	0.01%	572
2023 Q2	$677K	Sell	7,257 -45	-0.6%	-$4.23K	0.02%	529
2023 Q1	$728K	Sell	7,302 -76	-1%	-$7.73K	0.02%	488
2022 Q4	$731K	Buy	7,378 +104	+1%	+$10.1K	0.02%	428
2022 Q3	$638K	Sell	7,274 -100	-1%	-$9.48K	0.02%	395
2022 Q2	$675K	Buy	7,374 +2,041	+38%	+$192K	0.03%	345
2022 Q1	$576K	Buy	+5,333	New	+$514K	0.02%	402
2019 Q3	–	Sell	-740	Closed	-$43K	–	749
2019 Q2	$43K	Hold	740	–	–	﹤0.01%	597
2019 Q1	$43K	Hold	740	–	–	0.01%	522
2018 Q4	$38K	Hold	740	–	–	0.01%	505
2018 Q3	$40K	Hold	740	–	–	0.01%	457
2018 Q2	$36K	Hold	740	–	–	0.01%	596
2018 Q1	$29K	Hold	740	–	–	0.01%	670
2017 Q4	$26K	Hold	740	–	–	﹤0.01%	711
2017 Q3	$27K	Hold	740	–	–	0.01%	543
2017 Q2	$22K	Buy	+740	New	+$22.1K	0.01%	710

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

OneDigital Investment Advisors's EXPO Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Exponent (EXPO) in Q4 2024, closing a stake of 2,740 shares — an estimated $316K sold.

OneDigital Investment Advisors first reported a position in EXPO in Q2 2017 and held it in 19 quarters. The position peaked at $731K in Q4 2022. 369 funds tracked by Wall St. Rank hold EXPO as of Q4 2024.

OneDigital Investment Advisors reported no remaining Exponent position as of Q4 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 2,740 Exponent shares in Q4 2024, an estimated $316K.
OneDigital Investment Advisors first reported a position in Exponent in Q2 2017 and held it in 19 quarters.
OneDigital Investment Advisors's Exponent position peaked at $731K in Q4 2022.
369 funds tracked by Wall St. Rank held Exponent as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.