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Baldwin Wealth Partners’s Expeditors International EXPD Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-70
Closed -$9.2K – 501
2024
Q3 		$9.2K Sell
70
-16
-19% -$1.96K ﹤0.01% 808
2024
Q2 		$10.7K Buy
86
+16
+23% +$1.91K ﹤0.01% 533
2024
Q1 		$8.51K Sell
70
-200
-74% -$24.7K ﹤0.01% 566
2023
Q4 		$34.3K Sell
270
-600
-69% -$70.8K ﹤0.01% 428
2023
Q3 		$99.7K Hold
870
– – 0.01% 299
2023
Q2 		$105K Hold
870
– – 0.01% 312
2023
Q1 		$95.8K Hold
870
– – 0.01% 326
2022
Q4 		$90.4K Buy
+870
New +$89.7K 0.01% 328
2020
Q2 		– Sell
-1,645
Closed -$110K – 535
2020
Q1 		$110K Hold
1,645
– – 0.02% 190
2019
Q4 		$128K Hold
1,645
– – 0.02% 212
2019
Q3 		$122K Hold
1,645
– – 0.02% 209
2019
Q2 		$125K Hold
1,645
– – 0.02% 227
2019
Q1 		$125K Hold
1,645
– – 0.02% 225
2018
Q4 		$112K Hold
1,645
– – 0.02% 225
2018
Q3 		$121K Hold
1,645
– – 0.02% 233
2018
Q2 		$120K Hold
1,645
– – 0.02% 237
2018
Q1 		$104K Hold
1,645
– – 0.02% 237
2017
Q4 		$106K Hold
1,645
– – 0.02% 241
2017
Q3 		$98K Hold
1,645
– – 0.02% 238
2017
Q2 		$93K Hold
1,645
– – 0.02% 243
2017
Q1 		$93K Hold
1,645
– – 0.02% 240
2016
Q4 		$87K Sell
1,645
-121
-7% -$6.32K 0.02% 242
2016
Q3 		$91K Hold
1,766
– – 0.02% 242
2016
Q2 		$87K Hold
1,766
– – 0.02% 220
2016
Q1 		$86K Sell
1,766
-43,138
-96% -$1.98M 0.02% 254
2015
Q4 		$2.02M Buy
44,904
+22,061
+97% +$1.07M 0.33% 74
2015
Q3 		$1.07M Buy
+22,843
New +$1.08M 0.18% 114

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Baldwin Wealth Partners's EXPD Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Expeditors International (EXPD) in Q4 2024, closing a stake of 70 shares — an estimated $9.2K sold.

Baldwin Wealth Partners first reported a position in EXPD in Q3 2015 and held it in 27 quarters. The position peaked at $2.02M in Q4 2015. 827 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Expeditors International position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 70 Expeditors International shares in Q4 2024, an estimated $9.2K.
  • Baldwin Wealth Partners first reported a position in Expeditors International in Q3 2015 and held it in 27 quarters.
  • Baldwin Wealth Partners's Expeditors International position peaked at $2.02M in Q4 2015.
  • 827 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.