Sumitomo Mitsui Trust Group
EXPO icon

Sumitomo Mitsui Trust Group’s Exponent EXPO Stock Holding History

Sumitomo Mitsui Trust 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
2021
Q1 		– Sell
-9,028
Closed -$813K – 1159
2020
Q4 		$813K Hold
9,028
– – ﹤0.01% 1012
2020
Q3 		$650K Hold
9,028
– – ﹤0.01% 1012
2020
Q2 		$731K Buy
+9,028
New +$650K ﹤0.01% 991

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Kayne Anderson Rudnick Investment Management
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CCA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EXPO Position: Q1 2021 in Review

Sumitomo Mitsui Trust Group sold out of Exponent (EXPO) in Q1 2021, closing a stake of 9,028 shares — an estimated $813K sold.

Sumitomo Mitsui Trust Group first reported a position in EXPO in Q2 2020 and held it in 3 quarters. The position peaked at $813K in Q4 2020. 314 funds tracked by Wall St. Rank hold EXPO as of Q1 2021.

  • Sumitomo Mitsui Trust Group reported no remaining Exponent position as of Q1 2021 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 9,028 Exponent shares in Q1 2021, an estimated $813K.
  • Sumitomo Mitsui Trust Group first reported a position in Exponent in Q2 2020 and held it in 3 quarters.
  • Sumitomo Mitsui Trust Group's Exponent position peaked at $813K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held Exponent as of Q1 2021.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2021, filed 30 Apr 2021.