TIAA Trust, National Association
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TIAA Trust, National Association’s Exponent EXPO Stock Holding History

TIAA Trust, National Association’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
2024
Q3 		– Sell
-4,009
Closed -$381K – 650
2024
Q2 		$381K Hold
4,009
– – ﹤0.01% 469
2024
Q1 		$332K Hold
4,009
– – ﹤0.01% 497
2023
Q4 		$353K Hold
4,009
– – ﹤0.01% 462
2023
Q3 		$343K Buy
+4,009
New +$363K ﹤0.01% 465

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TIAA Trust, National Association's EXPO Position: Q3 2024 in Review

TIAA Trust, National Association sold out of Exponent (EXPO) in Q3 2024, closing a stake of 4,009 shares — an estimated $381K sold.

TIAA Trust, National Association first reported a position in EXPO in Q3 2023 and held it in 4 quarters. The position peaked at $381K in Q2 2024. 373 funds tracked by Wall St. Rank hold EXPO as of Q3 2024.

  • TIAA Trust, National Association reported no remaining Exponent position as of Q3 2024 after selling out during the quarter.
  • TIAA Trust, National Association sold 4,009 Exponent shares in Q3 2024, an estimated $381K.
  • TIAA Trust, National Association first reported a position in Exponent in Q3 2023 and held it in 4 quarters.
  • TIAA Trust, National Association's Exponent position peaked at $381K in Q2 2024.
  • 373 funds tracked by Wall St. Rank held Exponent as of Q3 2024.

Based on TIAA Trust, National Association's 13F filing for Q3 2024, filed 13 Nov 2024.