SFG
EXPO icon

Steward Financial Group’s Exponent EXPO Stock Holding History

Steward Financial 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
2023
Q3 		$3K Buy
+44
New +$3.98K ﹤0.01% 823
2023
Q2 		– Sell
-43
Closed -$4K – 642
2023
Q1 		$4K Buy
43
+17
+65% +$1.73K ﹤0.01% 352
2022
Q4 		$2K Buy
+26
New +$2.53K ﹤0.01% 322
2022
Q3 		– Sell
-28
Closed -$2K – 499
2022
Q2 		$2K Buy
+28
New +$2.64K ﹤0.01% 547

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
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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Steward Financial Group's EXPO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Exponent (EXPO) in Q3 2023: 44 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #823 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EXPO as recently as Q1 2023.

Steward Financial Group first reported a position in EXPO in Q2 2022 and has held it in 4 quarters since. The position peaked at $4K in Q1 2023. 356 funds tracked by Wall St. Rank hold EXPO as of Q3 2023.

  • Steward Financial Group held 44 shares of Exponent worth $3K as of Q3 2023.
  • Exponent was a new Steward Financial Group position in Q3 2023.
  • Exponent made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #823 holding.
  • Steward Financial Group first reported a position in Exponent in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Exponent position peaked at $4K in Q1 2023.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.