Vident Investment Advisory’s Exponent EXPO Stock Holding History

Vident Investment Advisory’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 Q3	–	Sell	-32,868	Closed	-$3.07M	–	366
2023 Q2	$3.07M	Buy	32,868 +2,480	+8%	+$233K	0.11%	222
2023 Q1	$3.03M	Buy	+30,388	New	+$3.09M	0.1%	225
2018 Q4	–	Sell	-10,311	Closed	-$553K	–	816
2018 Q3	$553K	Sell	10,311 -259	-2%	-$13.3K	0.02%	655
2018 Q2	$511K	Buy	10,570 +4,518	+75%	+$207K	0.02%	648
2018 Q1	$249K	Buy	+6,052	New	+$229K	0.01%	814

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

Vident Investment Advisory's EXPO Position: Q3 2023 in Review

Vident Investment Advisory sold out of Exponent (EXPO) in Q3 2023, closing a stake of 32,868 shares — an estimated $3.07M sold.

Vident Investment Advisory first reported a position in EXPO in Q1 2018 and held it in 5 quarters. The position peaked at $3.07M in Q2 2023. 356 funds tracked by Wall St. Rank hold EXPO as of Q3 2023.

Vident Investment Advisory reported no remaining Exponent position as of Q3 2023 after selling out during the quarter.
Vident Investment Advisory sold 32,868 Exponent shares in Q3 2023, an estimated $3.07M.
Vident Investment Advisory first reported a position in Exponent in Q1 2018 and held it in 5 quarters.
Vident Investment Advisory's Exponent position peaked at $3.07M in Q2 2023.
356 funds tracked by Wall St. Rank held Exponent as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.