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Continuum Advisory’s Expeditors International EXPD Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-107
Closed -$12.9K – 776
2025
Q1 		$12.9K Sell
107
-13
-11% -$1.5K ﹤0.01% 932
2024
Q4 		$13.3K Sell
120
-15
-11% -$1.79K ﹤0.01% 932
2024
Q3 		$16.3K Buy
135
+30
+29% +$3.67K ﹤0.01% 884
2024
Q2 		$13.1K Buy
105
+3
+3% +$357 ﹤0.01% 875
2024
Q1 		$11.9K Buy
+102
New +$12.6K ﹤0.01% 901
2023
Q2 		– Sell
-7,161
Closed -$789K – 452
2023
Q1 		$789K Buy
7,161
+973
+16% +$106K 0.13% 183
2022
Q4 		$643K Buy
6,188
+364
+6% +$37.5K 0.12% 215
2022
Q3 		$514K Buy
5,824
+818
+16% +$81.9K 0.09% 232
2022
Q2 		$488K Buy
5,006
+1,086
+28% +$111K 0.09% 250
2022
Q1 		$388K Buy
+3,920
New +$432K 0.07% 277

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return