BFM
EXPD icon

Boston Financial Management’s Expeditors International EXPD Stock Holding History

Boston Financial 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
2024
Q4 		$221K Sell
1,996
-225
-10% -$26.8K 0.01% 318
2024
Q3 		$292K Sell
2,221
-385
-15% -$47.1K 0.01% 284
2024
Q2 		$325K Sell
2,606
-1,000
-28% -$119K 0.01% 278
2024
Q1 		$438K Hold
3,606
– – 0.01% 262
2023
Q4 		$459K Hold
3,606
– – 0.02% 247
2023
Q3 		$413K Sell
3,606
-50
-1% -$5.94K 0.02% 240
2023
Q2 		$443K Sell
3,656
-190
-5% -$21.6K 0.02% 241
2023
Q1 		$424K Hold
3,846
– – 0.02% 239
2022
Q4 		$400K Sell
3,846
-140
-4% -$14.4K 0.02% 244
2022
Q3 		$352K Sell
3,986
-1,935
-33% -$194K 0.02% 242
2022
Q2 		$577K Sell
5,921
-4,665
-44% -$478K 0.02% 196
2022
Q1 		$1.09M Sell
10,586
-17,143
-62% -$1.89M 0.04% 158
2021
Q4 		$3.72M Sell
27,729
-7,362
-21% -$922K 0.14% 86
2021
Q3 		$4.18M Sell
35,091
-107,326
-75% -$13.4M 0.17% 79
2021
Q2 		$18M Sell
142,417
-2,512
-2% -$296K 0.73% 44
2021
Q1 		$15.6M Sell
144,929
-56,909
-28% -$5.48M 0.69% 46
2020
Q4 		$19.2M Sell
201,838
-11,297
-5% -$1.03M 0.87% 36
2020
Q3 		$19.3M Sell
213,135
-450
-0.2% -$38.3K 0.94% 34
2020
Q2 		$16.2M Sell
213,585
-870
-0.4% -$63.6K 0.87% 34
2020
Q1 		$14.3M Buy
214,455
+5,938
+3% +$424K 0.92% 34
2019
Q4 		$16.3M Buy
208,517
+12,549
+6% +$940K 0.89% 39
2019
Q3 		$14.6M Buy
195,968
+3,710
+2% +$272K 0.83% 40
2019
Q2 		$14.6M Buy
192,258
+5,958
+3% +$450K 0.84% 42
2019
Q1 		$14.1M Buy
186,300
+5,412
+3% +$391K 0.86% 40
2018
Q4 		$12.3M Buy
180,888
+10,401
+6% +$730K 0.85% 44
2018
Q3 		$12.5M Buy
170,487
+30,956
+22% +$2.29M 0.74% 50
2018
Q2 		$10.2M Buy
139,531
+2,667
+2% +$186K 0.69% 54
2018
Q1 		$8.66M Buy
136,864
+4,481
+3% +$288K 0.59% 63
2017
Q4 		$8.56M Buy
132,383
+5,620
+4% +$344K 0.57% 66
2017
Q3 		$7.59M Buy
126,763
+7,694
+6% +$441K 0.54% 71
2017
Q2 		$6.72M Buy
119,069
+9,431
+9% +$519K 0.48% 76
2017
Q1 		$6.19M Buy
109,638
+7,726
+8% +$424K 0.46% 79
2016
Q4 		$5.4M Buy
101,912
+16,309
+19% +$852K 0.43% 86
2016
Q3 		$4.41M Buy
85,603
+14,672
+21% +$743K 0.36% 102
2016
Q2 		$3.48M Buy
70,931
+14,310
+25% +$695K 0.28% 122
2016
Q1 		$2.76M Buy
56,621
+4,063
+8% +$186K 0.42% 83
2015
Q4 		$2.37M Buy
52,558
+9,131
+21% +$443K 0.34% 90
2015
Q3 		$2.04M Buy
43,427
+6,736
+18% +$318K 0.29% 99
2015
Q2 		$1.69M Buy
36,691
+29,143
+386% +$1.37M 0.22% 120
2015
Q1 		$364K Buy
+7,548
New +$348K 0.05% 173

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Boston Financial Management's EXPD Position: Q4 2024 in Review

Boston Financial Management reduced its Expeditors International (EXPD) stake by 10% in Q4 2024, selling an estimated $26.8K and leaving 1,996 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #318.

Boston Financial Management first reported a position in EXPD in Q1 2015 and has held it in 40 quarters since. The position peaked at $19.3M in Q3 2020. 826 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

  • Boston Financial Management held 1,996 shares of Expeditors International worth $221K as of Q4 2024.
  • Boston Financial Management sold 225 Expeditors International shares in Q4 2024, an estimated $26.8K.
  • Expeditors International made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #318 holding.
  • Boston Financial Management first reported a position in Expeditors International in Q1 2015 and has held it in 40 quarters since.
  • Boston Financial Management's Expeditors International position peaked at $19.3M in Q3 2020.
  • 826 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.