DCM
EXPD icon

Donaldson Capital Management’s Expeditors International EXPD Stock Holding History

Donaldson 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
2023
Q3 		– Sell
-1,700
Closed -$206K – 226
2023
Q2 		$206K Buy
+1,700
New +$193K 0.01% 223

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Donaldson Capital Management's EXPD Position: Q3 2023 in Review

Donaldson Capital Management sold out of Expeditors International (EXPD) in Q3 2023, closing a stake of 1,700 shares — an estimated $206K sold.

Donaldson Capital Management first reported a position in EXPD in Q2 2023 and held it in 1 quarter. The position peaked at $206K in Q2 2023. 771 funds tracked by Wall St. Rank hold EXPD as of Q3 2023.

  • Donaldson Capital Management reported no remaining Expeditors International position as of Q3 2023 after selling out during the quarter.
  • Donaldson Capital Management sold 1,700 Expeditors International shares in Q3 2023, an estimated $206K.
  • Donaldson Capital Management first reported a position in Expeditors International in Q2 2023 and held it in 1 quarter.
  • Donaldson Capital Management's Expeditors International position peaked at $206K in Q2 2023.
  • 771 funds tracked by Wall St. Rank held Expeditors International as of Q3 2023.

Based on Donaldson Capital Management's 13F filing for Q3 2023, filed 11 Oct 2023.