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Prudent Man Advisors’s Exponent EXPO Stock Holding History

Prudent Man 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
2023
Q3 		– Sell
-2,193
Closed -$205K – 200
2023
Q2 		$205K Hold
2,193
– – 0.08% 189
2023
Q1 		$219K Sell
2,193
-618
-22% -$62.9K 0.09% 170
2022
Q4 		$279K Buy
2,811
+368
+15% +$35.8K 0.11% 151
2022
Q3 		$214K Buy
2,443
+55
+2% +$5.21K 0.1% 152
2022
Q2 		$218K Sell
2,388
-138
-5% -$13K 0.1% 141
2022
Q1 		$273K Sell
2,526
-122
-5% -$11.8K 0.11% 138
2021
Q4 		$309K Sell
2,648
-438
-14% -$51.5K 0.12% 129
2021
Q3 		$349K Sell
3,086
-11
-0.4% -$1.19K 0.13% 124
2021
Q2 		$276K Hold
3,097
– – 0.11% 155
2021
Q1 		$302K Buy
3,097
+16
+0.5% +$1.5K 0.13% 135
2020
Q4 		$277K Buy
3,081
+7
+0.2% +$558 0.12% 134
2020
Q3 		$221K Buy
+3,074
New +$244K 0.12% 141

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
Neuberger Berman Group
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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Prudent Man Advisors's EXPO Position: Q3 2023 in Review

Prudent Man Advisors sold out of Exponent (EXPO) in Q3 2023, closing a stake of 2,193 shares — an estimated $205K sold.

Prudent Man Advisors first reported a position in EXPO in Q3 2020 and held it in 12 quarters. The position peaked at $349K in Q3 2021. 356 funds tracked by Wall St. Rank hold EXPO as of Q3 2023.

  • Prudent Man Advisors reported no remaining Exponent position as of Q3 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 2,193 Exponent shares in Q3 2023, an estimated $205K.
  • Prudent Man Advisors first reported a position in Exponent in Q3 2020 and held it in 12 quarters.
  • Prudent Man Advisors's Exponent position peaked at $349K in Q3 2021.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q3 2023.

Based on Prudent Man Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.