CFG
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Cooper Financial Group’s Expeditors International EXPD Stock Holding History

Cooper Financial Group’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
2026
Q2 		$205K Buy
+1,255
New +$194K 0.02% 441
2024
Q4 		– Sell
-3,645
Closed -$479K – 395
2024
Q3 		$479K Sell
3,645
-112
-3% -$13.7K 0.06% 251
2024
Q2 		$469K Sell
3,757
-8
-0.2% -$953 0.07% 232
2024
Q1 		$458K Buy
+3,765
New +$465K 0.08% 230
2023
Q3 		– Sell
-1,845
Closed -$223K – 332
2023
Q2 		$223K Buy
+1,845
New +$210K 0.06% 290

Other funds holding EXPD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return