Colony Family Offices’s Expeditors International EXPD Stock Holding History

Colony Family Offices’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 Q2	–	Sell	-4,000	Closed	-$440K	–	62
2023 Q1	$440K	Hold	4,000	–	–	0.17%	57
2022 Q4	$416K	Hold	4,000	–	–	0.17%	53
2022 Q3	$353K	Hold	4,000	–	–	0.15%	57
2022 Q2	$390K	Buy	+4,000	New	+$410K	0.18%	49

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Colony Family Offices's EXPD Position: Q2 2023 in Review

Colony Family Offices sold out of Expeditors International (EXPD) in Q2 2023, closing a stake of 4,000 shares — an estimated $440K sold.

Colony Family Offices first reported a position in EXPD in Q2 2022 and held it in 4 quarters. The position peaked at $440K in Q1 2023. 796 funds tracked by Wall St. Rank hold EXPD as of Q2 2023.

Colony Family Offices reported no remaining Expeditors International position as of Q2 2023 after selling out during the quarter.
Colony Family Offices sold 4,000 Expeditors International shares in Q2 2023, an estimated $440K.
Colony Family Offices first reported a position in Expeditors International in Q2 2022 and held it in 4 quarters.
Colony Family Offices's Expeditors International position peaked at $440K in Q1 2023.
796 funds tracked by Wall St. Rank held Expeditors International as of Q2 2023.

Based on Colony Family Offices's 13F filing for Q2 2023, filed 27 Jul 2023.