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Per Stirling Capital Management’s Exponent EXPO Stock Holding History

Per Stirling Capital Management’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
Q2 		– Sell
-3,824
Closed -$316K – 241
2024
Q1 		$316K Sell
3,824
-1,998
-34% -$165K 0.05% 184
2023
Q4 		$513K Hold
5,822
– – 0.09% 128
2023
Q3 		$498K Hold
5,822
– – 0.1% 122
2023
Q2 		$543K Sell
5,822
-1,156
-17% -$109K 0.11% 113
2023
Q1 		$696K Hold
6,978
– – 0.15% 86
2022
Q4 		$691K Buy
+6,978
New +$678K 0.13% 100

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

Per Stirling Capital Management's EXPO Position: Q2 2024 in Review

Per Stirling Capital Management sold out of Exponent (EXPO) in Q2 2024, closing a stake of 3,824 shares — an estimated $316K sold.

Per Stirling Capital Management first reported a position in EXPO in Q4 2022 and held it in 6 quarters. The position peaked at $696K in Q1 2023. 354 funds tracked by Wall St. Rank hold EXPO as of Q2 2024.

  • Per Stirling Capital Management reported no remaining Exponent position as of Q2 2024 after selling out during the quarter.
  • Per Stirling Capital Management sold 3,824 Exponent shares in Q2 2024, an estimated $316K.
  • Per Stirling Capital Management first reported a position in Exponent in Q4 2022 and held it in 6 quarters.
  • Per Stirling Capital Management's Exponent position peaked at $696K in Q1 2023.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q2 2024.

Based on Per Stirling Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.