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Disciplined Investments’s Expeditors International EXPD Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-26
Closed -$3.15K – 579
2023
Q2 		$3.15K Sell
26
-1
-4% -$114 ﹤0.01% 512
2023
Q1 		$2.97K Buy
27
+2
+8% +$217 ﹤0.01% 525
2022
Q4 		$2.6K Sell
25
-3
-11% -$309 ﹤0.01% 532
2022
Q3 		$2K Buy
28
+1
+4% +$100 ﹤0.01% 625
2022
Q2 		$3K Buy
27
+9
+50% +$922 ﹤0.01% 538
2022
Q1 		$2K Buy
+18
New +$1.99K ﹤0.01% 686

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 $3.37T AUM 44.26% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Disciplined Investments's EXPD Position: Q3 2023 in Review

Disciplined Investments sold out of Expeditors International (EXPD) in Q3 2023, closing a stake of 26 shares — an estimated $3.15K sold.

Disciplined Investments first reported a position in EXPD in Q1 2022 and held it in 6 quarters. The position peaked at $3.15K in Q2 2023. 771 funds tracked by Wall St. Rank hold EXPD as of Q3 2023.

  • Disciplined Investments reported no remaining Expeditors International position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 26 Expeditors International shares in Q3 2023, an estimated $3.15K.
  • Disciplined Investments first reported a position in Expeditors International in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Expeditors International position peaked at $3.15K in Q2 2023.
  • 771 funds tracked by Wall St. Rank held Expeditors International as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.