SGI
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Summit Global Investments’s Exponent EXPO Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-14,600
Closed -$435K – 252
2017
Q1 		$435K Hold
14,600
– – 0.14% 166
2016
Q4 		$440K Buy
+14,600
New +$423K 0.16% 142

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Summit Global Investments's EXPO Position: Q2 2017 in Review

Summit Global Investments sold out of Exponent (EXPO) in Q2 2017, closing a stake of 14,600 shares — an estimated $435K sold.

Summit Global Investments first reported a position in EXPO in Q4 2016 and held it in 2 quarters. The position peaked at $440K in Q4 2016. 185 funds tracked by Wall St. Rank hold EXPO as of Q2 2017.

  • Summit Global Investments reported no remaining Exponent position as of Q2 2017 after selling out during the quarter.
  • Summit Global Investments sold 14,600 Exponent shares in Q2 2017, an estimated $435K.
  • Summit Global Investments first reported a position in Exponent in Q4 2016 and held it in 2 quarters.
  • Summit Global Investments's Exponent position peaked at $440K in Q4 2016.
  • 185 funds tracked by Wall St. Rank held Exponent as of Q2 2017.

Based on Summit Global Investments's 13F filing for Q2 2017, filed 10 Aug 2017.