WCM
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Weld Capital Management’s Exponent EXPO Stock Holding History

Weld Capital Management’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
-2,510
Closed -$203K – 541
2020
Q2 		$203K Sell
2,510
-4,434
-64% -$319K 0.08% 385
2020
Q1 		$499K Sell
6,944
-1,386
-17% -$101K 0.25% 132
2019
Q4 		$575K Buy
8,330
+4,625
+125% +$305K 0.11% 307
2019
Q3 		$259K Buy
+3,705
New +$250K 0.05% 618
2019
Q2 		– Sell
-4,102
Closed -$237K – 804
2019
Q1 		$237K Sell
4,102
-6,568
-62% -$355K 0.04% 559
2018
Q4 		$541K Buy
+10,670
New +$535K 0.12% 319

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
Neuberger Berman Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Weld Capital Management's EXPO Position: Q3 2020 in Review

Weld Capital Management sold out of Exponent (EXPO) in Q3 2020, closing a stake of 2,510 shares — an estimated $203K sold.

Weld Capital Management first reported a position in EXPO in Q4 2018 and held it in 6 quarters. The position peaked at $575K in Q4 2019. 306 funds tracked by Wall St. Rank hold EXPO as of Q3 2020.

  • Weld Capital Management reported no remaining Exponent position as of Q3 2020 after selling out during the quarter.
  • Weld Capital Management sold 2,510 Exponent shares in Q3 2020, an estimated $203K.
  • Weld Capital Management first reported a position in Exponent in Q4 2018 and held it in 6 quarters.
  • Weld Capital Management's Exponent position peaked at $575K in Q4 2019.
  • 306 funds tracked by Wall St. Rank held Exponent as of Q3 2020.

Based on Weld Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.