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Stoneridge Investment Partners’s Exponent EXPO Stock Holding History

Stoneridge Investment Partners’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
2017
Q3 		– Sell
-12,004
Closed -$350K – 255
2017
Q2 		$350K Sell
12,004
-15,020
-56% -$449K 0.05% 188
2017
Q1 		$805K Buy
+27,024
New +$787K 0.11% 193

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Vanguard Group
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Stoneridge Investment Partners's EXPO Position: Q3 2017 in Review

Stoneridge Investment Partners sold out of Exponent (EXPO) in Q3 2017, closing a stake of 12,004 shares — an estimated $350K sold.

Stoneridge Investment Partners first reported a position in EXPO in Q1 2017 and held it in 2 quarters. The position peaked at $805K in Q1 2017. 183 funds tracked by Wall St. Rank hold EXPO as of Q3 2017.

  • Stoneridge Investment Partners reported no remaining Exponent position as of Q3 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 12,004 Exponent shares in Q3 2017, an estimated $350K.
  • Stoneridge Investment Partners first reported a position in Exponent in Q1 2017 and held it in 2 quarters.
  • Stoneridge Investment Partners's Exponent position peaked at $805K in Q1 2017.
  • 183 funds tracked by Wall St. Rank held Exponent as of Q3 2017.

Based on Stoneridge Investment Partners's 13F filing for Q3 2017, filed 2 Nov 2017.