CIA
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Cape Investment Advisory’s Expeditors International EXPD Stock Holding History

Cape Investment Advisory’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
2026
Q1 		– Sell
-121
Closed -$18K – 515
2025
Q4 		$18K Buy
121
+58
+92% +$7.89K 0.01% 640
2025
Q3 		$7.72K Buy
63
+16
+34% +$1.9K 0.01% 449
2025
Q2 		$5.37K Hold
47
– – ﹤0.01% 744
2025
Q1 		$5.65K Hold
47
– – ﹤0.01% 719
2024
Q4 		$5.21K Hold
47
– – ﹤0.01% 730
2024
Q3 		$6.18K Hold
47
– – ﹤0.01% 660
2024
Q2 		$5.87K Hold
47
– – ﹤0.01% 628
2024
Q1 		$5.71K Hold
47
– – ﹤0.01% 628
2023
Q4 		$5.98K Hold
47
– – ﹤0.01% 751
2023
Q3 		$5.39K Hold
47
– – ﹤0.01% 655
2023
Q2 		$5.69K Sell
47
-28
-37% -$3.18K ﹤0.01% 633
2023
Q1 		$8.26K Buy
+75
New +$8.14K 0.01% 577

Other funds holding EXPD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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