Evelyn V. Moreno’s Expeditors International EXPD Stock Holding History

Evelyn V. Moreno’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 Q4	$293K	Hold	2,300	–	–	0.14%	105
2023 Q3	$264K	Buy	+2,300	New	+$273K	0.06%	115
2015 Q4	–	Sell	-76,906	Closed	-$3.62M	–	70
2015 Q3	$3.62M	Buy	76,906 +35	+0%	+$1.65K	1.55%	33
2015 Q2	$3.54M	Sell	76,871 -967	-1%	-$45.5K	1.41%	39
2015 Q1	$3.75M	Sell	77,838 -4,459	-5%	-$205K	1.42%	38
2014 Q4	$3.67M	Buy	82,297 +184	+0.2%	+$7.91K	1.35%	42
2014 Q3	$3.33M	Buy	82,113 +5,375	+7%	+$229K	1.28%	44
2014 Q2	$3.39M	Buy	76,738 +5,080	+7%	+$218K	1.27%	44
2014 Q1	$2.84M	Buy	71,658 +175	+0.2%	+$7.18K	1.12%	47
2013 Q4	$3.16M	Buy	+71,483	New	+$3.12M	1.3%	42

Other funds holding EXPD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evelyn V. Moreno's EXPD Position: Q4 2023 in Review

Evelyn V. Moreno held its Expeditors International (EXPD) position steady in Q4 2023 at 2,300 shares worth $293K. The position accounts for 0.14% of the portfolio, ranked #105.

Evelyn V. Moreno first reported a position in EXPD in Q4 2013 and has held it in 10 quarters since. The position peaked at $3.75M in Q1 2015. 821 funds tracked by Wall St. Rank hold EXPD as of Q4 2023.

Evelyn V. Moreno held 2,300 shares of Expeditors International worth $293K as of Q4 2023.
Evelyn V. Moreno left its Expeditors International share count unchanged in Q4 2023.
Expeditors International made up 0.14% of Evelyn V. Moreno's portfolio in Q4 2023, its #105 holding.
Evelyn V. Moreno first reported a position in Expeditors International in Q4 2013 and has held it in 10 quarters since.
Evelyn V. Moreno's Expeditors International position peaked at $3.75M in Q1 2015.
821 funds tracked by Wall St. Rank held Expeditors International as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.