Douglas C. Lane & Associates’s Expeditors International EXPD Stock Holding History

Douglas C. Lane & Associates’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
2015 Q4	$15.9M	Sell	353,458 -8,970	-2%	-$435K	0.43%	85
2015 Q3	$17.1M	Sell	362,428 -66,649	-16%	-$3.15M	0.48%	76
2015 Q2	$19.8M	Sell	429,077 -39,382	-8%	-$1.85M	0.53%	70
2015 Q1	$22.6M	Sell	468,459 -71,700	-13%	-$3.3M	0.59%	66
2014 Q4	$24.1M	Sell	540,159 -43,161	-7%	-$1.85M	0.65%	65
2014 Q3	$23.7M	Sell	583,320 -32,215	-5%	-$1.37M	0.71%	58
2014 Q2	$27.2M	Sell	615,535 -6,038	-1%	-$260K	0.82%	52
2014 Q1	$24.6M	Sell	621,573 -8,641	-1%	-$354K	0.79%	57
2013 Q4	$27.9M	Sell	630,214 -15,945	-2%	-$696K	0.93%	44
2013 Q3	$28.5M	Buy	646,159 +29,850	+5%	+$1.24M	1.04%	39
2013 Q2	$23.4M	Buy	+616,309	New	+$23.1M	0.91%	50

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Douglas C. Lane & Associates's EXPD Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its Expeditors International (EXPD) stake by 2.5% in Q4 2015, selling an estimated $435K and leaving 353,458 shares worth $15.9M. The position accounts for 0.43% of the portfolio, ranked #85.

Douglas C. Lane & Associates first reported a position in EXPD in Q2 2013 and has held it in 11 quarters since. The position peaked at $28.5M in Q3 2013. 540 funds tracked by Wall St. Rank hold EXPD as of Q4 2015.

Douglas C. Lane & Associates held 353,458 shares of Expeditors International worth $15.9M as of Q4 2015.
Douglas C. Lane & Associates sold 8,970 Expeditors International shares in Q4 2015, an estimated $435K.
Expeditors International made up 0.43% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #85 holding.
Douglas C. Lane & Associates first reported a position in Expeditors International in Q2 2013 and has held it in 11 quarters since.
Douglas C. Lane & Associates's Expeditors International position peaked at $28.5M in Q3 2013.
540 funds tracked by Wall St. Rank held Expeditors International as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.