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Copperwynd Financial’s Expeditors International EXPD Stock Holding History

Copperwynd Financial’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
Q4 		– Sell
-1,909
Closed -$251K – 142
2024
Q3 		$251K Buy
1,909
+48
+3% +$5.88K 0.08% 126
2024
Q2 		$232K Hold
1,861
– – 0.08% 134
2024
Q1 		$226K Sell
1,861
-236
-11% -$29.2K 0.08% 130
2023
Q4 		$267K Buy
2,097
+128
+7% +$15.1K 0.11% 120
2023
Q3 		$226K Buy
1,969
+5
+0.3% +$594 0.11% 116
2023
Q2 		$238K Sell
1,964
-87
-4% -$9.89K 0.11% 120
2023
Q1 		$226K Buy
+2,051
New +$223K 0.12% 123

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Copperwynd Financial's EXPD Position: Q4 2024 in Review

Copperwynd Financial sold out of Expeditors International (EXPD) in Q4 2024, closing a stake of 1,909 shares — an estimated $251K sold.

Copperwynd Financial first reported a position in EXPD in Q1 2023 and held it in 7 quarters. The position peaked at $267K in Q4 2023. 827 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

  • Copperwynd Financial reported no remaining Expeditors International position as of Q4 2024 after selling out during the quarter.
  • Copperwynd Financial sold 1,909 Expeditors International shares in Q4 2024, an estimated $251K.
  • Copperwynd Financial first reported a position in Expeditors International in Q1 2023 and held it in 7 quarters.
  • Copperwynd Financial's Expeditors International position peaked at $267K in Q4 2023.
  • 827 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on Copperwynd Financial's 13F filing for Q4 2024, filed 10 Feb 2025.