Zacks Investment Management’s Exponent EXPO Stock Holding History

Zacks Investment 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
2022 Q1	–	Sell	-4,226	Closed	-$493K	–	612
2021 Q4	$493K	Sell	4,226 -7,536	-64%	-$886K	0.01%	466
2021 Q3	$1.33M	Buy	11,762 +6,083	+107%	+$656K	0.02%	341
2021 Q2	$507K	Buy	+5,679	New	+$532K	0.01%	450
2019 Q4	–	Sell	-7,346	Closed	-$514K	–	547
2019 Q3	$514K	Sell	7,346 -1,389	-16%	-$93.8K	0.01%	435
2019 Q2	$511K	Buy	+8,735	New	+$497K	0.01%	454
2018 Q3	–	Sell	-11,004	Closed	-$531K	–	549
2018 Q2	$531K	Buy	+11,004	New	+$505K	0.01%	467
2017 Q4	–	Sell	-7,408	Closed	-$274K	–	596
2017 Q3	$274K	Buy	+7,408	New	+$245K	0.01%	481
2014 Q1	–	Sell	-13,768	Closed	-$266K	–	696
2013 Q4	$266K	Buy	+13,768	New	+$260K	0.01%	579

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zacks Investment Management's EXPO Position: Q1 2022 in Review

Zacks Investment Management sold out of Exponent (EXPO) in Q1 2022, closing a stake of 4,226 shares — an estimated $493K sold.

Zacks Investment Management first reported a position in EXPO in Q4 2013 and held it in 8 quarters. The position peaked at $1.33M in Q3 2021. 358 funds tracked by Wall St. Rank hold EXPO as of Q1 2022.

Zacks Investment Management reported no remaining Exponent position as of Q1 2022 after selling out during the quarter.
Zacks Investment Management sold 4,226 Exponent shares in Q1 2022, an estimated $493K.
Zacks Investment Management first reported a position in Exponent in Q4 2013 and held it in 8 quarters.
Zacks Investment Management's Exponent position peaked at $1.33M in Q3 2021.
358 funds tracked by Wall St. Rank held Exponent as of Q1 2022.

Based on Zacks Investment Management's 13F filing for Q1 2022, filed 13 May 2022.