Copeland Capital Management’s Expeditors International EXPD Stock Holding History

Copeland Capital 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
2024 Q1	–	Sell	-38	Closed	-$4.83K	–	275
2023 Q4	$4.83K	Hold	38	–	–	﹤0.01%	219
2023 Q3	$4.36K	Hold	38	–	–	﹤0.01%	228
2023 Q2	$4.6K	Hold	38	–	–	﹤0.01%	235
2023 Q1	$4K	Hold	38	–	–	﹤0.01%	230
2022 Q4	$4K	Hold	38	–	–	﹤0.01%	231
2022 Q3	$3K	Hold	38	–	–	﹤0.01%	228
2022 Q2	$4K	Buy	38 +9	+31%	+$922	﹤0.01%	221
2022 Q1	$3K	Hold	29	–	–	﹤0.01%	243
2021 Q4	$4K	Hold	29	–	–	﹤0.01%	223
2021 Q3	$3K	Hold	29	–	–	﹤0.01%	236
2021 Q2	$4K	Hold	29	–	–	﹤0.01%	217
2021 Q1	$3K	Hold	29	–	–	﹤0.01%	231
2020 Q4	$3K	Hold	29	–	–	﹤0.01%	218
2020 Q3	$3K	Hold	29	–	–	﹤0.01%	202
2020 Q2	$2K	Buy	+29	New	+$2.12K	﹤0.01%	222
2014 Q2	–	Sell	-3,320	Closed	-$132K	–	192
2014 Q1	$132K	Hold	3,320	–	–	0.02%	151
2013 Q4	$147K	Buy	3,320 +1,301	+64%	+$56.8K	0.02%	152
2013 Q3	$89K	Buy	+2,019	New	+$83.8K	0.01%	132

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Copeland Capital Management's EXPD Position: Q1 2024 in Review

Copeland Capital Management sold out of Expeditors International (EXPD) in Q1 2024, closing a stake of 38 shares — an estimated $4.83K sold.

Copeland Capital Management first reported a position in EXPD in Q3 2013 and held it in 18 quarters. The position peaked at $147K in Q4 2013. 808 funds tracked by Wall St. Rank hold EXPD as of Q1 2024.

Copeland Capital Management reported no remaining Expeditors International position as of Q1 2024 after selling out during the quarter.
Copeland Capital Management sold 38 Expeditors International shares in Q1 2024, an estimated $4.83K.
Copeland Capital Management first reported a position in Expeditors International in Q3 2013 and held it in 18 quarters.
Copeland Capital Management's Expeditors International position peaked at $147K in Q4 2013.
808 funds tracked by Wall St. Rank held Expeditors International as of Q1 2024.

Based on Copeland Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.