Shine Investment Advisory Services’s Exponent EXPO Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$11K	Hold	152	–	–	﹤0.01%	535
2020 Q2	$12K	Sell	152 -45	-23%	-$3.24K	﹤0.01%	529
2020 Q1	$14K	Hold	197	–	–	0.01%	469
2019 Q4	$14K	Buy	197 +46	+30%	+$3.04K	0.01%	515
2019 Q3	$11K	Sell	151 -98	-39%	-$6.62K	0.01%	535
2019 Q2	$15K	Hold	249	–	–	0.01%	490
2019 Q1	$14K	Hold	249	–	–	0.01%	508
2018 Q4	$13K	Sell	249 -53	-18%	-$2.66K	0.01%	484
2018 Q3	$16K	Hold	302	–	–	0.01%	469
2018 Q2	$15K	Hold	302	–	–	0.01%	480
2018 Q1	$12K	Hold	302	–	–	0.01%	501
2017 Q4	$11K	Hold	302	–	–	0.01%	521
2017 Q3	$11K	Hold	302	–	–	0.01%	518
2017 Q2	$9K	Buy	+302	New	+$9.03K	﹤0.01%	534

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Shine Investment Advisory Services's EXPO Position: Q3 2020 in Review

Shine Investment Advisory Services held its Exponent (EXPO) position steady in Q3 2020 at 152 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Shine Investment Advisory Services first reported a position in EXPO in Q2 2017 and has held it in 14 quarters since. The position peaked at $16K in Q3 2018. 306 funds tracked by Wall St. Rank hold EXPO as of Q3 2020.

Shine Investment Advisory Services held 152 shares of Exponent worth $11K as of Q3 2020.
Shine Investment Advisory Services left its Exponent share count unchanged in Q3 2020.
Exponent made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #535 holding.
Shine Investment Advisory Services first reported a position in Exponent in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Exponent position peaked at $16K in Q3 2018.
306 funds tracked by Wall St. Rank held Exponent as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.