Cary Street Partners Investment Advisory’s Expeditors International EXPD Stock Holding History

Cary Street Partners 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
2023 Q4	–	Sell	-115	Closed	-$13.2K	–	993
2023 Q3	$13.2K	Hold	115	–	–	﹤0.01%	1223
2023 Q2	$13.9K	Buy	115 +72	+167%	+$8.19K	﹤0.01%	1152
2023 Q1	$4.74K	Hold	43	–	–	﹤0.01%	1342
2022 Q4	$4.47K	Buy	+43	New	+$4.43K	﹤0.01%	1351

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's EXPD Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Expeditors International (EXPD) in Q4 2023, closing a stake of 115 shares — an estimated $13.2K sold.

Cary Street Partners Investment Advisory first reported a position in EXPD in Q4 2022 and held it in 4 quarters. The position peaked at $13.9K in Q2 2023. 822 funds tracked by Wall St. Rank hold EXPD as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Expeditors International position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 115 Expeditors International shares in Q4 2023, an estimated $13.2K.
Cary Street Partners Investment Advisory first reported a position in Expeditors International in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Expeditors International position peaked at $13.9K in Q2 2023.
822 funds tracked by Wall St. Rank held Expeditors International as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.