Congress Asset Management’s Expeditors International EXPD Stock Holding History

Congress Asset Management’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
2022 Q3	–	Sell	-104,287	Closed	-$10.2M	–	370
2022 Q2	$10.2M	Buy	104,287 +25,941	+33%	+$2.66M	0.1%	158
2022 Q1	$8.08M	Sell	78,346 -1,886	-2%	-$208K	0.07%	184
2021 Q4	$10.8M	Sell	80,232 -22,818	-22%	-$2.86M	0.08%	158
2021 Q3	$12.3M	Buy	103,050 +25,234	+32%	+$3.16M	0.1%	129
2021 Q2	$9.85M	Buy	+77,816	New	+$9.18M	0.08%	149

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 $3.37T AUM 44.26% 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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Asset Management's EXPD Position: Q3 2022 in Review

Congress Asset Management sold out of Expeditors International (EXPD) in Q3 2022, closing a stake of 104,287 shares — an estimated $10.2M sold.

Congress Asset Management first reported a position in EXPD in Q2 2021 and held it in 5 quarters. The position peaked at $12.3M in Q3 2021. 708 funds tracked by Wall St. Rank hold EXPD as of Q3 2022.

Congress Asset Management reported no remaining Expeditors International position as of Q3 2022 after selling out during the quarter.
Congress Asset Management sold 104,287 Expeditors International shares in Q3 2022, an estimated $10.2M.
Congress Asset Management first reported a position in Expeditors International in Q2 2021 and held it in 5 quarters.
Congress Asset Management's Expeditors International position peaked at $12.3M in Q3 2021.
708 funds tracked by Wall St. Rank held Expeditors International as of Q3 2022.

Based on Congress Asset Management's 13F filing for Q3 2022, filed 8 Nov 2022.