Rheos Capital Works’s Exponent EXPO Stock Holding History

Rheos Capital Works’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	-86,100	Closed	-$7.12M	–	109
2024 Q1	$7.12M	Hold	86,100	–	–	0.34%	82
2023 Q4	$7.58M	Hold	86,100	–	–	0.42%	76
2023 Q3	$7.37M	Hold	86,100	–	–	0.44%	70
2023 Q2	$8.04M	Hold	86,100	–	–	0.43%	68
2023 Q1	$8.58M	Hold	86,100	–	–	0.48%	72
2022 Q4	$8.53M	Hold	86,100	–	–	0.51%	72
2022 Q3	$7.55M	Hold	86,100	–	–	0.51%	81
2022 Q2	$7.88M	Hold	86,100	–	–	0.59%	70
2022 Q1	$9.3M	Hold	86,100	–	–	0.45%	84
2021 Q4	$10.1M	Hold	86,100	–	–	0.44%	80
2021 Q3	$9.74M	Hold	86,100	–	–	0.5%	78
2021 Q2	$7.68M	Hold	86,100	–	–	0.39%	84
2021 Q1	$8.39M	Hold	86,100	–	–	0.56%	63
2020 Q4	$7.75M	Buy	+86,100	New	+$6.87M	0.56%	53

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

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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rheos Capital Works's EXPO Position: Q2 2024 in Review

Rheos Capital Works sold out of Exponent (EXPO) in Q2 2024, closing a stake of 86,100 shares — an estimated $7.12M sold.

Rheos Capital Works first reported a position in EXPO in Q4 2020 and held it in 14 quarters. The position peaked at $10.1M in Q4 2021. 354 funds tracked by Wall St. Rank hold EXPO as of Q2 2024.

Rheos Capital Works reported no remaining Exponent position as of Q2 2024 after selling out during the quarter.
Rheos Capital Works sold 86,100 Exponent shares in Q2 2024, an estimated $7.12M.
Rheos Capital Works first reported a position in Exponent in Q4 2020 and held it in 14 quarters.
Rheos Capital Works's Exponent position peaked at $10.1M in Q4 2021.
354 funds tracked by Wall St. Rank held Exponent as of Q2 2024.

Based on Rheos Capital Works's 13F filing for Q2 2024, filed 24 Jul 2024.