Tradewinds LLC’s Exponent EXPO Stock Holding History

Tradewinds LLC’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
2023 Q1	–	Sell	-3,813	Closed	-$240K	–	142
2022 Q4	$240K	Buy	+3,813	New	+$370K	0.15%	100

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tradewinds LLC's EXPO Position: Q1 2023 in Review

Tradewinds LLC sold out of Exponent (EXPO) in Q1 2023, closing a stake of 3,813 shares — an estimated $240K sold.

Tradewinds LLC first reported a position in EXPO in Q4 2022 and held it in 1 quarter. The position peaked at $240K in Q4 2022. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2023.

Tradewinds LLC reported no remaining Exponent position as of Q1 2023 after selling out during the quarter.
Tradewinds LLC sold 3,813 Exponent shares in Q1 2023, an estimated $240K.
Tradewinds LLC first reported a position in Exponent in Q4 2022 and held it in 1 quarter.
Tradewinds LLC's Exponent position peaked at $240K in Q4 2022.
361 funds tracked by Wall St. Rank held Exponent as of Q1 2023.

Based on Tradewinds LLC's 13F filing for Q1 2023, filed 6 Apr 2023.