Berman Capital Advisors’s Expeditors International EXPD Stock Holding History

Berman Capital Advisors’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
2021 Q3	$68K	Buy	572 +102	+22%	+$12.8K	0.01%	561
2021 Q2	$59K	Buy	470 +32	+7%	+$3.78K	0.01%	521
2021 Q1	$47K	Buy	438 +90	+26%	+$8.66K	0.01%	500
2020 Q4	$33K	Buy	348 +24	+7%	+$2.19K	0.01%	523
2020 Q3	$28K	Hold	324	–	–	0.01%	492
2020 Q2	$24K	Buy	324 +29	+10%	+$2.12K	0.01%	491
2020 Q1	$19K	Buy	295 +1	+0.3%	+$71	0.01%	503
2019 Q4	$22K	Sell	294 -1	-0.3%	-$75	0.01%	500
2019 Q3	$21K	Hold	295	–	–	0.01%	491
2019 Q2	$22K	Buy	295 +190	+181%	+$14.3K	0.01%	486
2019 Q1	$7K	Hold	105	–	–	﹤0.01%	755
2018 Q4	$7K	Buy	+105	New	+$7.37K	﹤0.01%	593

Other funds holding EXPD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Berman Capital Advisors's EXPD Position: Q3 2021 in Review

Berman Capital Advisors increased its Expeditors International (EXPD) stake by 22% in Q3 2021, buying an estimated $12.8K and bringing the position to 572 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #561.

Berman Capital Advisors first reported a position in EXPD in Q4 2018 and has held it in 12 quarters since. 704 funds tracked by Wall St. Rank hold EXPD as of Q3 2021.

Berman Capital Advisors held 572 shares of Expeditors International worth $68K as of Q3 2021.
Berman Capital Advisors bought 102 Expeditors International shares in Q3 2021, an estimated $12.8K.
Expeditors International made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #561 holding.
Berman Capital Advisors first reported a position in Expeditors International in Q4 2018 and has held it in 12 quarters since.
704 funds tracked by Wall St. Rank held Expeditors International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.