QS Investors’s Exponent EXPO Stock Holding History

QS Investors’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
2021 Q2	$6.92M	Sell	77,600 -19,047	-20%	-$1.78M	0.08%	182
2021 Q1	$9.42M	Sell	96,647 -100	-0.1%	-$9.38K	0.11%	145
2020 Q4	$8.71M	Sell	96,747 -930	-1%	-$74.2K	0.1%	150
2020 Q3	$7.04M	Sell	97,677 -21,050	-18%	-$1.67M	0.09%	162
2020 Q2	$9.61M	Buy	118,727 +87,430	+279%	+$6.29M	0.13%	134
2020 Q1	$2.25M	Buy	31,297 +3,247	+12%	+$236K	0.04%	378
2019 Q4	$1.96M	Sell	28,050 -400	-1%	-$26.4K	0.02%	598
2019 Q3	$1.99M	Buy	+28,450	New	+$1.92M	0.02%	570
2019 Q1	–	Sell	-12	Closed	-$1K	–	1709
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	1729
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	1735
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	1749
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	1763
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	1770
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	1734
2017 Q2	$1K	Hold	12	–	–	﹤0.01%	1742
2017 Q1	$1K	Hold	12	–	–	﹤0.01%	1762
2016 Q4	$1K	Hold	12	–	–	﹤0.01%	1588
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	1572
2016 Q2	$1K	Hold	12	–	–	﹤0.01%	1605
2016 Q1	$1K	Hold	12	–	–	﹤0.01%	1595
2015 Q4	$1K	Buy	+12	New	+$305	﹤0.01%	1621
2015 Q3	–	Sell	-20,568	Closed	-$461K	–	1446
2015 Q2	$461K	Hold	20,568	–	–	0.01%	888
2015 Q1	$456K	Hold	20,568	–	–	0.01%	895
2014 Q4	$425K	Buy	+20,568	New	+$399K	﹤0.01%	885

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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

QS Investors's EXPO Position: Q2 2021 in Review

QS Investors reduced its Exponent (EXPO) stake by 20% in Q2 2021, selling an estimated $1.78M and leaving 77,600 shares worth $6.92M. The position accounts for 0.08% of the portfolio, ranked #182.

QS Investors first reported a position in EXPO in Q4 2014 and has held it in 24 quarters since. The position peaked at $9.61M in Q2 2020. 318 funds tracked by Wall St. Rank hold EXPO as of Q2 2021.

QS Investors held 77,600 shares of Exponent worth $6.92M as of Q2 2021.
QS Investors sold 19,047 Exponent shares in Q2 2021, an estimated $1.78M.
Exponent made up 0.08% of QS Investors's portfolio in Q2 2021, its #182 holding.
QS Investors first reported a position in Exponent in Q4 2014 and has held it in 24 quarters since.
QS Investors's Exponent position peaked at $9.61M in Q2 2020.
318 funds tracked by Wall St. Rank held Exponent as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.