Polen Capital Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,486
| Closed | -$485K | – | 88 |
|
|
2022
Q1 | $485K | Sell |
4,486
-183,834
| -98% | -$19.9M | ﹤0.01% | 88 |
|
|
2021
Q4 | $22M | Buy |
188,320
+38,669
| +26% | +$4.51M | 0.04% | 45 |
|
|
2021
Q3 | $16.9M | Buy |
149,651
+11,584
| +8% | +$1.31M | 0.03% | 45 |
|
|
2021
Q2 | $12.3M | Buy |
138,067
+8,552
| +7% | +$763K | 0.02% | 53 |
|
|
2021
Q1 | $12.6M | Buy |
129,515
+23,324
| +22% | +$2.27M | 0.03% | 42 |
|
|
2020
Q4 | $9.56M | Buy |
106,191
+20,980
| +25% | +$1.89M | 0.02% | 44 |
|
|
2020
Q3 | $6.14M | Buy |
85,211
+13,627
| +19% | +$982K | 0.02% | 41 |
|
|
2020
Q2 | $5.79M | Buy |
71,584
+38,981
| +120% | +$3.15M | 0.02% | 37 |
|
|
2020
Q1 | $2.34M | Buy |
32,603
+13,076
| +67% | +$940K | 0.01% | 36 |
|
|
2019
Q4 | $1.35M | Buy |
+19,527
| New | +$1.35M | 0.01% | 43 |
|