SFSIG
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San Francisco Sentry Investment Group’s Exponent EXPO Stock Holding History

San Francisco Sentry Investment Group’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
2018
Q4 		– Sell
-32
Closed -$2K – 1006
2018
Q3 		$2K Buy
+32
New +$1.64K ﹤0.01% 772

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

San Francisco Sentry Investment Group's EXPO Position: Q4 2018 in Review

San Francisco Sentry Investment Group sold out of Exponent (EXPO) in Q4 2018, closing a stake of 32 shares — an estimated $2K sold.

San Francisco Sentry Investment Group first reported a position in EXPO in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 248 funds tracked by Wall St. Rank hold EXPO as of Q4 2018.

  • San Francisco Sentry Investment Group reported no remaining Exponent position as of Q4 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 32 Exponent shares in Q4 2018, an estimated $2K.
  • San Francisco Sentry Investment Group first reported a position in Exponent in Q3 2018 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's Exponent position peaked at $2K in Q3 2018.
  • 248 funds tracked by Wall St. Rank held Exponent as of Q4 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2018, filed 30 Jan 2019.