BSA
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Braun Stacey Associates’s Expeditors International EXPD Stock Holding History

Braun Stacey Associates’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
2022
Q2 		– Sell
-3,000
Closed -$309K – 139
2022
Q1 		$309K Sell
3,000
-30,644
-91% -$3.38M 0.01% 126
2021
Q4 		$4.52M Buy
33,644
+1,900
+6% +$238K 0.16% 104
2021
Q3 		$3.78M Sell
31,744
-150
-0.5% -$18.8K 0.15% 105
2021
Q2 		$4.04M Sell
31,894
-250
-0.8% -$29.5K 0.16% 105
2021
Q1 		$3.46M Buy
32,144
+7,125
+28% +$686K 0.15% 105
2020
Q4 		$2.38M Buy
+25,019
New +$2.28M 0.11% 105
2015
Q3 		– Sell
-7,850
Closed -$362K – 187
2015
Q2 		$362K Buy
+7,850
New +$370K 0.02% 254

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return