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Capital Performance Advisors’s Expeditors International EXPD Stock Holding History

Capital Performance Advisors’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 		– Sell
-29
Closed -$3.81K – 996
2024
Q3 		$3.81K Buy
+29
New +$3.55K ﹤0.01% 1234

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

Capital Performance Advisors's EXPD Position: Q4 2024 in Review

Capital Performance Advisors sold out of Expeditors International (EXPD) in Q4 2024, closing a stake of 29 shares — an estimated $3.81K sold.

Capital Performance Advisors first reported a position in EXPD in Q3 2024 and held it in 1 quarter. The position peaked at $3.81K in Q3 2024. 825 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

  • Capital Performance Advisors reported no remaining Expeditors International position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 29 Expeditors International shares in Q4 2024, an estimated $3.81K.
  • Capital Performance Advisors first reported a position in Expeditors International in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Expeditors International position peaked at $3.81K in Q3 2024.
  • 825 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.