UFF
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USA Financial Formulas’s Exponent EXPO Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-522
Closed -$60.2K – 317
2024
Q3 		$60.2K Buy
+522
New +$54.6K 0.01% 208
2019
Q1 		– Sell
-7,185
Closed -$385K – 190
2018
Q4 		$385K Buy
7,185
+238
+3% +$11.9K 0.1% 154
2018
Q3 		$336K Buy
+6,947
New +$356K 0.09% 202
2018
Q1 		– Sell
-10,376
Closed -$369K – 344
2017
Q4 		$369K Buy
+10,376
New +$381K 0.09% 200

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

USA Financial Formulas's EXPO Position: Q4 2024 in Review

USA Financial Formulas sold out of Exponent (EXPO) in Q4 2024, closing a stake of 522 shares — an estimated $60.2K sold.

USA Financial Formulas first reported a position in EXPO in Q4 2017 and held it in 4 quarters. The position peaked at $385K in Q4 2018. 369 funds tracked by Wall St. Rank hold EXPO as of Q4 2024.

  • USA Financial Formulas reported no remaining Exponent position as of Q4 2024 after selling out during the quarter.
  • USA Financial Formulas sold 522 Exponent shares in Q4 2024, an estimated $60.2K.
  • USA Financial Formulas first reported a position in Exponent in Q4 2017 and held it in 4 quarters.
  • USA Financial Formulas's Exponent position peaked at $385K in Q4 2018.
  • 369 funds tracked by Wall St. Rank held Exponent as of Q4 2024.

Based on USA Financial Formulas's 13F filing for Q4 2024, filed 14 Jan 2025.