Polen Capital Management’s Exponent EXPO Stock Holding History

Polen 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
2022 Q2	–	Sell	-4,486	Closed	-$485K	–	88
2022 Q1	$485K	Sell	4,486 -183,834	-98%	-$17.7M	﹤0.01%	88
2021 Q4	$22M	Buy	188,320 +38,669	+26%	+$4.54M	0.04%	45
2021 Q3	$16.9M	Buy	149,651 +11,584	+8%	+$1.25M	0.03%	45
2021 Q2	$12.3M	Buy	138,067 +8,552	+7%	+$801K	0.02%	53
2021 Q1	$12.6M	Buy	129,515 +23,324	+22%	+$2.19M	0.03%	42
2020 Q4	$9.56M	Buy	106,191 +20,980	+25%	+$1.67M	0.02%	44
2020 Q3	$6.14M	Buy	85,211 +13,627	+19%	+$1.08M	0.02%	41
2020 Q2	$5.79M	Buy	71,584 +38,981	+120%	+$2.81M	0.02%	37
2020 Q1	$2.34M	Buy	32,603 +13,076	+67%	+$949K	0.01%	36
2019 Q4	$1.35M	Buy	+19,527	New	+$1.29M	0.01%	43

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

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Polen Capital Management's EXPO Position: Q2 2022 in Review

Polen Capital Management sold out of Exponent (EXPO) in Q2 2022, closing a stake of 4,486 shares — an estimated $485K sold.

Polen Capital Management first reported a position in EXPO in Q4 2019 and held it in 10 quarters. The position peaked at $22M in Q4 2021. 349 funds tracked by Wall St. Rank hold EXPO as of Q2 2022.

Polen Capital Management reported no remaining Exponent position as of Q2 2022 after selling out during the quarter.
Polen Capital Management sold 4,486 Exponent shares in Q2 2022, an estimated $485K.
Polen Capital Management first reported a position in Exponent in Q4 2019 and held it in 10 quarters.
Polen Capital Management's Exponent position peaked at $22M in Q4 2021.
349 funds tracked by Wall St. Rank held Exponent as of Q2 2022.

Based on Polen Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.