Operose Advisors’s Exponent EXPO Stock Holding History

Operose 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
2023 Q4	–	Sell	-459	Closed	-$39.3K	–	647
2023 Q3	$39.3K	Buy	+459	New	+$41.5K	0.02%	354

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Operose Advisors's EXPO Position: Q4 2023 in Review

Operose Advisors sold out of Exponent (EXPO) in Q4 2023, closing a stake of 459 shares — an estimated $39.3K sold.

Operose Advisors first reported a position in EXPO in Q3 2023 and held it in 1 quarter. The position peaked at $39.3K in Q3 2023. 354 funds tracked by Wall St. Rank hold EXPO as of Q4 2023.

Operose Advisors reported no remaining Exponent position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 459 Exponent shares in Q4 2023, an estimated $39.3K.
Operose Advisors first reported a position in Exponent in Q3 2023 and held it in 1 quarter.
Operose Advisors's Exponent position peaked at $39.3K in Q3 2023.
354 funds tracked by Wall St. Rank held Exponent as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.