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UBS’s Exponent EXPO Stock Holding History

UBS’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
2014
Q3 		$1.3M Buy
73,476
+16,160
+28% +$297K ﹤0.01% 3327
2014
Q2 		$1.06M Buy
57,316
+1,516
+3% +$27.1K ﹤0.01% 3481
2014
Q1 		$1.05M Sell
55,800
-6,052
-10% -$112K ﹤0.01% 3444
2013
Q4 		$1.19M Buy
61,852
+10,128
+20% +$191K ﹤0.01% 3340
2013
Q3 		$929K Buy
51,724
+1,000
+2% +$16.7K ﹤0.01% 3426
2013
Q2 		$750K Buy
+50,724
New +$696K ﹤0.01% 3634

Other funds holding EXPO

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS's EXPO Position: Q3 2014 in Review

UBS increased its Exponent (EXPO) stake by 28% in Q3 2014, buying an estimated $297K and bringing the position to 73,476 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3327.

UBS first reported a position in EXPO in Q2 2013 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold EXPO as of Q3 2014.

  • UBS held 73,476 shares of Exponent worth $1.3M as of Q3 2014.
  • UBS bought 16,160 Exponent shares in Q3 2014, an estimated $297K.
  • Exponent made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3327 holding.
  • UBS first reported a position in Exponent in Q2 2013 and has held it in 6 quarters since.
  • 141 funds tracked by Wall St. Rank held Exponent as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.