BerganKDV Wealth Management’s Expeditors International EXPD Stock Holding History

BerganKDV Wealth 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	$1.09K	Hold	9	–	–	﹤0.01%	747
2023 Q1	$992	Hold	9	–	–	﹤0.01%	904
2022 Q4	$935	Sell	9 -34	-79%	-$3.5K	﹤0.01%	891
2022 Q3	$4K	Hold	43	–	–	﹤0.01%	709
2022 Q2	$4K	Hold	43	–	–	﹤0.01%	726
2022 Q1	$4K	Hold	43	–	–	﹤0.01%	752
2021 Q4	$6K	Hold	43	–	–	﹤0.01%	750
2021 Q3	$5K	Buy	43 +34	+378%	+$4.26K	﹤0.01%	747
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	902
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	846
2020 Q4	$1K	Sell	9 -330	-97%	-$30.1K	﹤0.01%	847
2020 Q3	$31K	Hold	339	–	–	﹤0.01%	382
2020 Q2	$26K	Buy	339 +9	+3%	+$657	﹤0.01%	430
2020 Q1	$22K	Hold	330	–	–	﹤0.01%	412
2019 Q4	$26K	Hold	330	–	–	﹤0.01%	414
2019 Q3	$25K	Sell	330 -2,500	-88%	-$183K	﹤0.01%	402
2019 Q2	$215K	Hold	2,830	–	–	0.04%	204
2019 Q1	$215K	Buy	2,830 +2,500	+758%	+$180K	0.04%	204
2018 Q4	$22K	Hold	330	–	–	0.01%	384
2018 Q3	$24K	Hold	330	–	–	0.01%	403
2018 Q2	$24K	Buy	+330	New	+$23.1K	0.01%	410

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

BerganKDV Wealth Management's EXPD Position: Q2 2023 in Review

BerganKDV Wealth Management held its Expeditors International (EXPD) position steady in Q2 2023 at 9 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

BerganKDV Wealth Management first reported a position in EXPD in Q2 2018 and has held it in 21 quarters since. The position peaked at $215K in Q2 2019. 796 funds tracked by Wall St. Rank hold EXPD as of Q2 2023.

BerganKDV Wealth Management held 9 shares of Expeditors International worth $1.09K as of Q2 2023.
BerganKDV Wealth Management left its Expeditors International share count unchanged in Q2 2023.
Expeditors International made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #747 holding.
BerganKDV Wealth Management first reported a position in Expeditors International in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Expeditors International position peaked at $215K in Q2 2019.
796 funds tracked by Wall St. Rank held Expeditors International as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.