Birch Capital Management’s Expeditors International EXPD Stock Holding History

Birch Capital 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 Q4	–	Sell	-16	Closed	-$1.83K	–	98
2023 Q3	$1.83K	Hold	16	–	–	﹤0.01%	92
2023 Q2	$1.94K	Hold	16	–	–	﹤0.01%	96
2023 Q1	$1.76K	Hold	16	–	–	﹤0.01%	98
2022 Q4	$1.66K	Hold	16	–	–	﹤0.01%	105
2022 Q3	$1.41K	Buy	+16	New	+$1.6K	﹤0.01%	106

Other funds holding EXPD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Birch Capital Management's EXPD Position: Q4 2023 in Review

Birch Capital Management sold out of Expeditors International (EXPD) in Q4 2023, closing a stake of 16 shares — an estimated $1.83K sold.

Birch Capital Management first reported a position in EXPD in Q3 2022 and held it in 5 quarters. The position peaked at $1.94K in Q2 2023. 822 funds tracked by Wall St. Rank hold EXPD as of Q4 2023.

Birch Capital Management reported no remaining Expeditors International position as of Q4 2023 after selling out during the quarter.
Birch Capital Management sold 16 Expeditors International shares in Q4 2023, an estimated $1.83K.
Birch Capital Management first reported a position in Expeditors International in Q3 2022 and held it in 5 quarters.
Birch Capital Management's Expeditors International position peaked at $1.94K in Q2 2023.
822 funds tracked by Wall St. Rank held Expeditors International as of Q4 2023.

Based on Birch Capital Management's 13F filing for Q4 2023, filed 24 Jan 2024.