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Colonial Trust Advisors’s Expeditors International EXPD Stock Holding History

Colonial Trust 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
Q2 		– Sell
-9
Closed -$1.09K – 854
2024
Q1 		$1.09K Sell
9
-2
-18% -$247 ﹤0.01% 852
2023
Q4 		$1.4K Sell
11
-39
-78% -$4.6K ﹤0.01% 744
2023
Q3 		$5.73K Buy
50
+39
+355% +$4.64K ﹤0.01% 590
2023
Q2 		$1.33K Hold
11
– – ﹤0.01% 772
2023
Q1 		$1.21K Hold
11
– – ﹤0.01% 776
2022
Q4 		$1.14K Buy
+11
New +$1.13K ﹤0.01% 784

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Colonial Trust Advisors's EXPD Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Expeditors International (EXPD) in Q2 2024, closing a stake of 9 shares — an estimated $1.09K sold.

Colonial Trust Advisors first reported a position in EXPD in Q4 2022 and held it in 6 quarters. The position peaked at $5.73K in Q3 2023. 811 funds tracked by Wall St. Rank hold EXPD as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Expeditors International position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 9 Expeditors International shares in Q2 2024, an estimated $1.09K.
  • Colonial Trust Advisors first reported a position in Expeditors International in Q4 2022 and held it in 6 quarters.
  • Colonial Trust Advisors's Expeditors International position peaked at $5.73K in Q3 2023.
  • 811 funds tracked by Wall St. Rank held Expeditors International as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.