SFO
EXPO icon

Standard Family Office’s Exponent EXPO Stock Holding History

Standard Family Office’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
2021
Q3 		– Sell
-141
Closed -$13K – 235
2021
Q2 		$13K Hold
141
– – ﹤0.01% 250
2021
Q1 		$14K Buy
141
+43
+44% +$4.03K ﹤0.01% 307
2020
Q4 		$9K Buy
+98
New +$7.82K ﹤0.01% 315

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
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
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Standard Family Office's EXPO Position: Q3 2021 in Review

Standard Family Office sold out of Exponent (EXPO) in Q3 2021, closing a stake of 141 shares — an estimated $13K sold.

Standard Family Office first reported a position in EXPO in Q4 2020 and held it in 3 quarters. The position peaked at $14K in Q1 2021. 339 funds tracked by Wall St. Rank hold EXPO as of Q3 2021.

  • Standard Family Office reported no remaining Exponent position as of Q3 2021 after selling out during the quarter.
  • Standard Family Office sold 141 Exponent shares in Q3 2021, an estimated $13K.
  • Standard Family Office first reported a position in Exponent in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's Exponent position peaked at $14K in Q1 2021.
  • 339 funds tracked by Wall St. Rank held Exponent as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.