Annex Advisory Services’s Expeditors International EXPD Stock Holding History

Annex Advisory Services’s Portfolio EXPD Stock Details EXPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,000	Closed	-$636K	–	289
2023 Q4	$636K	Buy	5,000 +1,000	+25%	+$118K	0.03%	154
2023 Q3	$459K	Hold	4,000	–	–	0.03%	154
2023 Q2	$485K	Hold	4,000	–	–	0.03%	149
2023 Q1	$440K	Hold	4,000	–	–	0.02%	148
2022 Q4	$416K	Hold	4,000	–	–	0.02%	161
2022 Q3	$353K	Sell	4,000 -18	-0.4%	-$1.8K	0.02%	160
2022 Q2	$392K	Hold	4,018	–	–	0.03%	158
2022 Q1	$414K	Sell	4,018 -20	-0.5%	-$2.21K	0.03%	164
2021 Q4	$542K	Buy	4,038 +38	+1%	+$4.76K	0.04%	148
2021 Q3	$477K	Buy	+4,000	New	+$501K	0.04%	143

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Annex Advisory Services's EXPD Position: Q1 2024 in Review

Annex Advisory Services sold out of Expeditors International (EXPD) in Q1 2024, closing a stake of 5,000 shares — an estimated $636K sold.

Annex Advisory Services first reported a position in EXPD in Q3 2021 and held it in 10 quarters. The position peaked at $636K in Q4 2023. 808 funds tracked by Wall St. Rank hold EXPD as of Q1 2024.

Annex Advisory Services reported no remaining Expeditors International position as of Q1 2024 after selling out during the quarter.
Annex Advisory Services sold 5,000 Expeditors International shares in Q1 2024, an estimated $636K.
Annex Advisory Services first reported a position in Expeditors International in Q3 2021 and held it in 10 quarters.
Annex Advisory Services's Expeditors International position peaked at $636K in Q4 2023.
808 funds tracked by Wall St. Rank held Expeditors International as of Q1 2024.

Based on Annex Advisory Services's 13F filing for Q1 2024, filed 12 Apr 2024.