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Stevens Capital Management’s Exponent EXPO Stock Holding History

Stevens 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
2014
Q2 		– Sell
-11,680
Closed -$219K – 1122
2014
Q1 		$219K Sell
11,680
-1,752
-13% -$32.3K 0.01% 900
2013
Q4 		$259K Buy
+13,432
New +$254K 0.01% 828

Other funds holding EXPO

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stevens Capital Management's EXPO Position: Q2 2014 in Review

Stevens Capital Management sold out of Exponent (EXPO) in Q2 2014, closing a stake of 11,680 shares — an estimated $219K sold.

Stevens Capital Management first reported a position in EXPO in Q4 2013 and held it in 2 quarters. The position peaked at $259K in Q4 2013. 138 funds tracked by Wall St. Rank hold EXPO as of Q2 2014.

  • Stevens Capital Management reported no remaining Exponent position as of Q2 2014 after selling out during the quarter.
  • Stevens Capital Management sold 11,680 Exponent shares in Q2 2014, an estimated $219K.
  • Stevens Capital Management first reported a position in Exponent in Q4 2013 and held it in 2 quarters.
  • Stevens Capital Management's Exponent position peaked at $259K in Q4 2013.
  • 138 funds tracked by Wall St. Rank held Exponent as of Q2 2014.

Based on Stevens Capital Management's 13F filing for Q2 2014, filed 12 Aug 2014.