Plante Moran Financial Advisors’s Exponent EXPO Stock Holding History

Plante Moran Financial 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
2025 Q1	–	Sell	-52	Closed	-$4.63K	–	848
2024 Q4	$4.63K	Buy	+52	New	+$5.24K	﹤0.01%	697
2022 Q3	–	Sell	-12	Closed	-$1K	–	916
2022 Q2	$1K	Buy	+12	New	+$1.13K	﹤0.01%	901
2018 Q3	–	Sell	-14	Closed	-$1K	–	780
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	760
2018 Q1	$1K	Sell	14 -206	-94%	-$7.79K	﹤0.01%	896
2017 Q4	$8K	Buy	220 +206	+1,471%	+$7.56K	﹤0.01%	626
2017 Q3	$1K	Sell	14 -10	-42%	-$330	﹤0.01%	762
2017 Q2	$1K	Hold	24	–	–	﹤0.01%	782
2017 Q1	$1K	Buy	+24	New	+$699	﹤0.01%	825

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 $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Plante Moran Financial Advisors's EXPO Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Exponent (EXPO) in Q1 2025, closing a stake of 52 shares — an estimated $4.63K sold.

Plante Moran Financial Advisors first reported a position in EXPO in Q1 2017 and held it in 8 quarters. The position peaked at $8K in Q4 2017. 393 funds tracked by Wall St. Rank hold EXPO as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Exponent position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 52 Exponent shares in Q1 2025, an estimated $4.63K.
Plante Moran Financial Advisors first reported a position in Exponent in Q1 2017 and held it in 8 quarters.
Plante Moran Financial Advisors's Exponent position peaked at $8K in Q4 2017.
393 funds tracked by Wall St. Rank held Exponent as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.