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Rational Advisors’s Exponent EXPO Stock Holding History

Rational 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
2021
Q3 		– Sell
-970
Closed -$87K – 199
2021
Q2 		$87K Buy
+970
New +$90.8K 0.01% 124
2016
Q3 		– Sell
-18,200
Closed -$532K – 286
2016
Q2 		$532K Hold
18,200
– – 0.37% 82
2016
Q1 		$464K Buy
+18,200
New +$439K 0.3% 101

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Rational Advisors's EXPO Position: Q3 2021 in Review

Rational Advisors sold out of Exponent (EXPO) in Q3 2021, closing a stake of 970 shares — an estimated $87K sold.

Rational Advisors first reported a position in EXPO in Q1 2016 and held it in 3 quarters. The position peaked at $532K in Q2 2016. 339 funds tracked by Wall St. Rank hold EXPO as of Q3 2021.

  • Rational Advisors reported no remaining Exponent position as of Q3 2021 after selling out during the quarter.
  • Rational Advisors sold 970 Exponent shares in Q3 2021, an estimated $87K.
  • Rational Advisors first reported a position in Exponent in Q1 2016 and held it in 3 quarters.
  • Rational Advisors's Exponent position peaked at $532K in Q2 2016.
  • 339 funds tracked by Wall St. Rank held Exponent as of Q3 2021.

Based on Rational Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.