EWM
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Evercore Wealth Management’s Expeditors International EXPD Stock Holding History

Evercore Wealth 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
2020
Q4 		– Sell
-2,368
Closed -$214K – 424
2020
Q3 		$214K Sell
2,368
-2,000
-46% -$170K 0.01% 356
2020
Q2 		$332K Sell
4,368
-114
-3% -$8.33K 0.01% 296
2020
Q1 		$299K Buy
4,482
+88
+2% +$6.28K 0.01% 296
2019
Q4 		$343K Sell
4,394
-2,187
-33% -$164K 0.01% 330
2019
Q3 		$489K Buy
6,581
+1,328
+25% +$97.3K 0.01% 273
2019
Q2 		$399K Buy
5,253
+307
+6% +$23.2K 0.01% 304
2019
Q1 		$376K Hold
4,946
– – 0.01% 305
2018
Q4 		$337K Buy
4,946
+516
+12% +$36.2K 0.01% 292
2018
Q3 		$326K Buy
4,430
+15
+0.3% +$1.11K 0.01% 333
2018
Q2 		$323K Hold
4,415
– – 0.01% 318
2018
Q1 		$279K Hold
4,415
– – 0.01% 306
2017
Q4 		$286K Sell
4,415
-540
-11% -$33.1K 0.01% 314
2017
Q3 		$297K Hold
4,955
– – 0.01% 316
2017
Q2 		$280K Sell
4,955
-4,300
-46% -$237K 0.01% 327
2017
Q1 		$523K Sell
9,255
-1,590
-15% -$87.2K 0.02% 255
2016
Q4 		$574K Buy
10,845
+4,350
+67% +$227K 0.02% 243
2016
Q3 		$335K Sell
6,495
-1,637
-20% -$82.9K 0.01% 298
2016
Q2 		$399K Sell
8,132
-3,583
-31% -$174K 0.02% 268
2016
Q1 		$572K Sell
11,715
-500
-4% -$22.9K 0.03% 219
2015
Q4 		$551K Sell
12,215
-1,500
-11% -$72.7K 0.03% 241
2015
Q3 		$645K Buy
13,715
+235
+2% +$11.1K 0.03% 226
2015
Q2 		$621K Sell
13,480
-400
-3% -$18.8K 0.03% 247
2015
Q1 		$669K Sell
13,880
-1,745
-11% -$80.3K 0.03% 238
2014
Q4 		$697K Sell
15,625
-155
-1% -$6.66K 0.03% 203
2014
Q3 		$640K Hold
15,780
– – 0.03% 231
2014
Q2 		$697K Sell
15,780
-2,050
-11% -$88.2K 0.04% 229
2014
Q1 		$707K Sell
17,830
-116,463
-87% -$4.78M 0.04% 215
2013
Q4 		$5.94M Sell
134,293
-7,171
-5% -$313K 0.33% 85
2013
Q3 		$6.23M Sell
141,464
-1,559
-1% -$64.7K 0.36% 83
2013
Q2 		$5.44M Buy
+143,023
New +$5.36M 0.31% 87

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evercore Wealth Management's EXPD Position: Q4 2020 in Review

Evercore Wealth Management sold out of Expeditors International (EXPD) in Q4 2020, closing a stake of 2,368 shares — an estimated $214K sold.

Evercore Wealth Management first reported a position in EXPD in Q2 2013 and held it in 30 quarters. The position peaked at $6.23M in Q3 2013. 666 funds tracked by Wall St. Rank hold EXPD as of Q4 2020.

  • Evercore Wealth Management reported no remaining Expeditors International position as of Q4 2020 after selling out during the quarter.
  • Evercore Wealth Management sold 2,368 Expeditors International shares in Q4 2020, an estimated $214K.
  • Evercore Wealth Management first reported a position in Expeditors International in Q2 2013 and held it in 30 quarters.
  • Evercore Wealth Management's Expeditors International position peaked at $6.23M in Q3 2013.
  • 666 funds tracked by Wall St. Rank held Expeditors International as of Q4 2020.

Based on Evercore Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.