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Belpointe Asset Management’s Expeditors International EXPD Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-522
Closed -$57.5K – 1448
2023
Q1 		$57.5K Buy
522
+54
+12% +$5.86K ﹤0.01% 1617
2022
Q4 		$48.6K Buy
+468
New +$48.2K ﹤0.01% 1635
2022
Q3 		– Sell
-1,610
Closed -$156K – 1194
2022
Q2 		$156K Buy
1,610
+401
+33% +$41.1K 0.01% 926
2022
Q1 		$124K Sell
1,209
-44
-4% -$4.85K 0.01% 1120
2021
Q4 		$169K Buy
+1,253
New +$157K 0.01% 960
2019
Q2 		– Sell
-5,477
Closed -$416K – 623
2019
Q1 		$416K Buy
+5,477
New +$395K 0.08% 194

Other funds holding EXPD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return