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Concord Asset Management (Virginia)’s Expeditors International EXPD Stock Holding History

Concord Asset Management (Virginia)’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
-3,191
Closed -$366K – 138
2023
Q3 		$366K Buy
3,191
+1,485
+87% +$177K 0.12% 96
2023
Q2 		$207K Buy
+1,706
New +$194K 0.07% 115

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Morgan Stanley
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Geode Capital Management
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Boston Partners
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concord Asset Management (Virginia)'s EXPD Position: Q4 2023 in Review

Concord Asset Management (Virginia) sold out of Expeditors International (EXPD) in Q4 2023, closing a stake of 3,191 shares — an estimated $366K sold.

Concord Asset Management (Virginia) first reported a position in EXPD in Q2 2023 and held it in 2 quarters. The position peaked at $366K in Q3 2023. 821 funds tracked by Wall St. Rank hold EXPD as of Q4 2023.

  • Concord Asset Management (Virginia) reported no remaining Expeditors International position as of Q4 2023 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 3,191 Expeditors International shares in Q4 2023, an estimated $366K.
  • Concord Asset Management (Virginia) first reported a position in Expeditors International in Q2 2023 and held it in 2 quarters.
  • Concord Asset Management (Virginia)'s Expeditors International position peaked at $366K in Q3 2023.
  • 821 funds tracked by Wall St. Rank held Expeditors International as of Q4 2023.

Based on Concord Asset Management (Virginia)'s 13F filing for Q4 2023, filed 7 Nov 2024.