PCM
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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 $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prelude Capital Management's EXPO Position: Q2 2024 in Review

Prelude Capital Management sold out of Exponent (EXPO) in Q2 2024, closing a stake of 3,133 shares — an estimated $259K sold.

Prelude Capital Management first reported a position in EXPO in Q3 2013 and held it in 13 quarters. The position peaked at $389K in Q3 2022. 354 funds tracked by Wall St. Rank hold EXPO as of Q2 2024.

  • Prelude Capital Management reported no remaining Exponent position as of Q2 2024 after selling out during the quarter.
  • Prelude Capital Management sold 3,133 Exponent shares in Q2 2024, an estimated $259K.
  • Prelude Capital Management first reported a position in Exponent in Q3 2013 and held it in 13 quarters.
  • Prelude Capital Management's Exponent position peaked at $389K in Q3 2022.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q2 2024.

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