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Shelton Capital Management’s Exponent EXPO Stock Holding History

Shelton Capital Management’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
Q4 		– Sell
-2,021
Closed -$233K – 750
2024
Q3 		$233K Buy
+2,021
New +$211K 0.01% 641
2023
Q4 		– Sell
-2,387
Closed -$204K – 740
2023
Q3 		$204K Sell
2,387
-181
-7% -$16.4K 0.01% 654
2023
Q2 		$240K Buy
2,568
+25
+1% +$2.35K 0.01% 607
2023
Q1 		$254K Sell
2,543
-439
-15% -$44.7K 0.01% 561
2022
Q4 		$295K Sell
2,982
-255
-8% -$24.8K 0.03% 435
2022
Q3 		$284K Sell
3,237
-71
-2% -$6.73K 0.01% 474
2022
Q2 		$303K Hold
3,308
– – 0.01% 467
2022
Q1 		$357K Hold
3,308
– – 0.01% 476
2021
Q4 		$386K Sell
3,308
-99
-3% -$11.6K 0.01% 453
2021
Q3 		$386K Hold
3,407
– – 0.02% 443
2021
Q2 		$304K Hold
3,407
– – 0.01% 558
2021
Q1 		$332K Sell
3,407
-63
-2% -$5.91K 0.01% 515
2020
Q4 		$312K Sell
3,470
-131
-4% -$10.4K 0.01% 476
2020
Q3 		$259K Sell
3,601
-111
-3% -$8.83K 0.01% 589
2020
Q2 		$300K Buy
+3,712
New +$267K 0.02% 443
2020
Q1 		– Sell
-4,642
Closed -$320K – 715
2019
Q4 		$320K Sell
4,642
-298
-6% -$19.7K 0.02% 497
2019
Q3 		$345K Hold
4,940
– – 0.02% 463
2019
Q2 		$289K Buy
4,940
+4,639
+1,541% +$264K 0.02% 558
2019
Q1 		$5.22K Sell
301
-4,917
-94% -$266K 0.02% 565
2018
Q4 		$265K Hold
5,218
– – 0.02% 531
2018
Q3 		$280K Buy
5,218
+596
+13% +$30.5K 0.02% 642
2018
Q2 		$223K Buy
+4,622
New +$212K 0.01% 737

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shelton Capital Management's EXPO Position: Q4 2024 in Review

Shelton Capital Management sold out of Exponent (EXPO) in Q4 2024, closing a stake of 2,021 shares — an estimated $233K sold.

Shelton Capital Management first reported a position in EXPO in Q2 2018 and held it in 22 quarters. The position peaked at $386K in Q4 2021. 369 funds tracked by Wall St. Rank hold EXPO as of Q4 2024.

  • Shelton Capital Management reported no remaining Exponent position as of Q4 2024 after selling out during the quarter.
  • Shelton Capital Management sold 2,021 Exponent shares in Q4 2024, an estimated $233K.
  • Shelton Capital Management first reported a position in Exponent in Q2 2018 and held it in 22 quarters.
  • Shelton Capital Management's Exponent position peaked at $386K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Exponent as of Q4 2024.

Based on Shelton Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.