PCM
EXPO icon

Prelude Capital Management’s Exponent EXPO Stock Holding History

Prelude 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
-3,133
Closed -$259K – 1305
2024
Q1 		$259K Buy
+3,133
New +$259K 0.01% 963
2023
Q3 		– Sell
-3,281
Closed -$306K – 1202
2023
Q2 		$306K Sell
3,281
-313
-9% -$29.4K 0.02% 635
2023
Q1 		$358K Buy
+3,594
New +$366K 0.02% 582
2022
Q4 		– Sell
-4,441
Closed -$389K – 1416
2022
Q3 		$389K Buy
4,441
+2,061
+87% +$195K 0.01% 757
2022
Q2 		$218K Buy
+2,380
New +$224K 0.01% 1252
2022
Q1 		– Sell
-2,140
Closed -$250K – 1957
2021
Q4 		$250K Buy
2,140
+209
+11% +$24.6K 0.01% 1434
2021
Q3 		$218K Buy
+1,931
New +$208K 0.01% 1312
2021
Q1 		– Sell
-3,425
Closed -$308K – 1632
2020
Q4 		$308K Buy
+3,425
New +$273K 0.01% 907
2015
Q2 		– Sell
-2,000
Closed -$44K – 1791
2015
Q1 		$44K Buy
2,000
+912
+84% +$19.5K 0.01% 1363
2014
Q4 		$22K Buy
+1,088
New +$21.1K ﹤0.01% 1713
2014
Q2 		– Sell
-2,000
Closed -$38K – 1989
2014
Q1 		$38K Sell
2,000
-4,348
-68% -$80.2K 0.01% 1403
2013
Q4 		$123K Buy
6,348
+4,348
+217% +$82.1K 0.02% 788
2013
Q3 		$36K Buy
+2,000
New +$33.3K 0.01% 1007

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