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Connecticut Wealth Management’s Expeditors International EXPD Stock Holding History

Connecticut Wealth 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
Q1 		– Sell
-1,729
Closed -$232K – 200
2021
Q4 		$232K Sell
1,729
-15
-0.9% -$1.88K 0.02% 184
2021
Q3 		$208K Sell
1,744
-3
-0.2% -$376 0.02% 196
2021
Q2 		$221K Buy
+1,747
New +$206K 0.02% 181

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Connecticut Wealth Management's EXPD Position: Q1 2022 in Review

Connecticut Wealth Management sold out of Expeditors International (EXPD) in Q1 2022, closing a stake of 1,729 shares — an estimated $232K sold.

Connecticut Wealth Management first reported a position in EXPD in Q2 2021 and held it in 3 quarters. The position peaked at $232K in Q4 2021. 755 funds tracked by Wall St. Rank hold EXPD as of Q1 2022.

  • Connecticut Wealth Management reported no remaining Expeditors International position as of Q1 2022 after selling out during the quarter.
  • Connecticut Wealth Management sold 1,729 Expeditors International shares in Q1 2022, an estimated $232K.
  • Connecticut Wealth Management first reported a position in Expeditors International in Q2 2021 and held it in 3 quarters.
  • Connecticut Wealth Management's Expeditors International position peaked at $232K in Q4 2021.
  • 755 funds tracked by Wall St. Rank held Expeditors International as of Q1 2022.

Based on Connecticut Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.