tru Independence’s Exponent EXPO Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-46	Closed	-$4	–	506
2020 Q2	$4	Hold	46	–	–	﹤0.01%	731
2020 Q1	$3	Hold	46	–	–	﹤0.01%	586
2019 Q4	$3K	Buy	+46	New	+$3.04K	﹤0.01%	750

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

tru Independence's EXPO Position: Q3 2020 in Review

tru Independence sold out of Exponent (EXPO) in Q3 2020, closing a stake of 46 shares — an estimated $4 sold.

tru Independence first reported a position in EXPO in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 306 funds tracked by Wall St. Rank hold EXPO as of Q3 2020.

tru Independence reported no remaining Exponent position as of Q3 2020 after selling out during the quarter.
tru Independence sold 46 Exponent shares in Q3 2020, an estimated $4.
tru Independence first reported a position in Exponent in Q4 2019 and held it in 3 quarters.
tru Independence's Exponent position peaked at $3K in Q4 2019.
306 funds tracked by Wall St. Rank held Exponent as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.