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Brophy Wealth Management’s Expeditors International EXPD Stock Holding History

Brophy 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
2024
Q3 		$449K Buy
+3,417
New +$418K 0.16% 134

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brophy Wealth Management's EXPD Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Expeditors International (EXPD) in Q3 2024: 3,417 shares worth $449K. The stake represents 0.16% of the portfolio and ranks #134 among its holdings.

820 funds tracked by Wall St. Rank hold EXPD as of Q3 2024.

  • Brophy Wealth Management held 3,417 shares of Expeditors International worth $449K as of Q3 2024.
  • Expeditors International was a new Brophy Wealth Management position in Q3 2024.
  • Expeditors International made up 0.16% of Brophy Wealth Management's portfolio in Q3 2024, its #134 holding.
  • 820 funds tracked by Wall St. Rank held Expeditors International as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.