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William Harris Investors’s Exponent EXPO Stock Holding History

William Harris Investors’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
Q4 		– Sell
-240,100
Closed -$4.25M – 83
2014
Q3 		$4.25M Hold
240,100
– – 1.27% 30
2014
Q2 		$4.45M Hold
240,100
– – 1.23% 33
2014
Q1 		$4.5M Hold
240,100
– – 1.3% 33
2013
Q4 		$4.64M Sell
240,100
-52,000
-18% -$982K 1.37% 31
2013
Q3 		$5.25M Hold
292,100
– – 1.64% 26
2013
Q2 		$4.32M Buy
+292,100
New +$4.01M 1.31% 30

Other funds holding EXPO

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

William Harris Investors's EXPO Position: Q4 2014 in Review

William Harris Investors sold out of Exponent (EXPO) in Q4 2014, closing a stake of 240,100 shares — an estimated $4.25M sold.

William Harris Investors first reported a position in EXPO in Q2 2013 and held it in 6 quarters. The position peaked at $5.25M in Q3 2013. 144 funds tracked by Wall St. Rank hold EXPO as of Q4 2014.

  • William Harris Investors reported no remaining Exponent position as of Q4 2014 after selling out during the quarter.
  • William Harris Investors sold 240,100 Exponent shares in Q4 2014, an estimated $4.25M.
  • William Harris Investors first reported a position in Exponent in Q2 2013 and held it in 6 quarters.
  • William Harris Investors's Exponent position peaked at $5.25M in Q3 2013.
  • 144 funds tracked by Wall St. Rank held Exponent as of Q4 2014.

Based on William Harris Investors's 13F filing for Q4 2014, filed 11 Feb 2015.