Sageworth Trust Company of South Dakota’s Exponent EXPO Stock Holding History

Sageworth Trust Company of South Dakota’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 Q2	–	Sell	-321	Closed	-$32K	–	94
2023 Q1	$32K	Sell	321 -35	-10%	-$3.56K	0.07%	61
2022 Q4	$35K	Hold	356	–	–	0.08%	60
2022 Q3	$31K	Sell	356 -187	-34%	-$17.7K	0.08%	53
2022 Q2	$50K	Sell	543 -426	-44%	-$40.1K	0.1%	53
2022 Q1	$105K	Sell	969 -47	-5%	-$4.53K	0.2%	42
2021 Q4	$119K	Buy	+1,016	New	+$119K	0.18%	52

Other funds holding EXPO

BlackRock New York $6.73T AUM 46.02% 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

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

CCA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Sageworth Trust Company of South Dakota's EXPO Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Exponent (EXPO) in Q2 2023, closing a stake of 321 shares — an estimated $32K sold.

Sageworth Trust Company of South Dakota first reported a position in EXPO in Q4 2021 and held it in 6 quarters. The position peaked at $119K in Q4 2021. 356 funds tracked by Wall St. Rank hold EXPO as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Exponent position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 321 Exponent shares in Q2 2023, an estimated $32K.
Sageworth Trust Company of South Dakota first reported a position in Exponent in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Exponent position peaked at $119K in Q4 2021.
356 funds tracked by Wall St. Rank held Exponent as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.