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Surevest’s Exponent EXPO Stock Holding History

Surevest’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
2022
Q3 		$3K Hold
34
– – ﹤0.01% 360
2022
Q2 		$3K Hold
34
– – ﹤0.01% 378
2022
Q1 		$4K Hold
34
– – ﹤0.01% 335
2021
Q4 		$4K Buy
+34
New +$4K ﹤0.01% 341

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Surevest's EXPO Position: Q3 2022 in Review

Surevest held its Exponent (EXPO) position steady in Q3 2022 at 34 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Surevest first reported a position in EXPO in Q4 2021 and has held it in 4 quarters since. The position peaked at $4K in Q1 2022. 349 funds tracked by Wall St. Rank hold EXPO as of Q3 2022.

  • Surevest held 34 shares of Exponent worth $3K as of Q3 2022.
  • Surevest left its Exponent share count unchanged in Q3 2022.
  • Exponent made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #360 holding.
  • Surevest first reported a position in Exponent in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Exponent position peaked at $4K in Q1 2022.
  • 349 funds tracked by Wall St. Rank held Exponent as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.