Avalon Investment & Advisory
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Avalon Investment & Advisory’s Expeditors International EXPD Stock Holding History

Avalon Investment & Advisory’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
2017
Q4 		– Sell
-5,368
Closed -$321K – 360
2017
Q3 		$321K Sell
5,368
-459
-8% -$26.3K 0.01% 338
2017
Q2 		$329K Sell
5,827
-6,383
-52% -$351K 0.01% 362
2017
Q1 		$690K Sell
12,210
-2,250
-16% -$123K 0.02% 276
2016
Q4 		$766K Buy
+14,460
New +$755K 0.03% 251

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avalon Investment & Advisory's EXPD Position: Q4 2017 in Review

Avalon Investment & Advisory sold out of Expeditors International (EXPD) in Q4 2017, closing a stake of 5,368 shares — an estimated $321K sold.

Avalon Investment & Advisory first reported a position in EXPD in Q4 2016 and held it in 4 quarters. The position peaked at $766K in Q4 2016. 571 funds tracked by Wall St. Rank hold EXPD as of Q4 2017.

  • Avalon Investment & Advisory reported no remaining Expeditors International position as of Q4 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 5,368 Expeditors International shares in Q4 2017, an estimated $321K.
  • Avalon Investment & Advisory first reported a position in Expeditors International in Q4 2016 and held it in 4 quarters.
  • Avalon Investment & Advisory's Expeditors International position peaked at $766K in Q4 2016.
  • 571 funds tracked by Wall St. Rank held Expeditors International as of Q4 2017.

Based on Avalon Investment & Advisory's 13F filing for Q4 2017, filed 14 Feb 2018.