TIM
EXPO icon

Tortoise Investment Management’s Exponent EXPO Stock Holding History

Tortoise Investment Management’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
2025
Q1 		– Sell
-440
Closed -$39.2K – 847
2024
Q4 		$39.2K Buy
440
+191
+77% +$19.2K ﹤0.01% 453
2024
Q3 		$28.7K Buy
249
+29
+13% +$3.03K ﹤0.01% 507
2024
Q2 		$20.9K Buy
220
+96
+77% +$8.66K ﹤0.01% 525
2024
Q1 		$10.3K Buy
+124
New +$10.3K ﹤0.01% 624

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Tortoise Investment Management's EXPO Position: Q1 2025 in Review

Tortoise Investment Management sold out of Exponent (EXPO) in Q1 2025, closing a stake of 440 shares — an estimated $39.2K sold.

Tortoise Investment Management first reported a position in EXPO in Q1 2024 and held it in 4 quarters. The position peaked at $39.2K in Q4 2024. 393 funds tracked by Wall St. Rank hold EXPO as of Q1 2025.

  • Tortoise Investment Management reported no remaining Exponent position as of Q1 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 440 Exponent shares in Q1 2025, an estimated $39.2K.
  • Tortoise Investment Management first reported a position in Exponent in Q1 2024 and held it in 4 quarters.
  • Tortoise Investment Management's Exponent position peaked at $39.2K in Q4 2024.
  • 393 funds tracked by Wall St. Rank held Exponent as of Q1 2025.

Based on Tortoise Investment Management's 13F filing for Q1 2025, filed 14 May 2025.