Evergreen Wealth Management’s Expeditors International EXPD Stock Holding History

Evergreen 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
2024 Q3	–	Sell	-21,687	Closed	-$2.71M	–	57
2024 Q2	$2.71M	Hold	21,687	–	–	1.79%	20
2024 Q1	$2.64M	Hold	21,687	–	–	1.78%	20
2023 Q4	$2.76M	Buy	21,687 +380	+2%	+$44.8K	2.03%	18
2023 Q3	$2.44M	Buy	21,307 +289	+1%	+$34.4K	1.93%	18
2023 Q2	$2.55M	Buy	21,018 +1,460	+7%	+$166K	1.99%	18
2023 Q1	$2.15M	Buy	19,558 +223	+1%	+$24.2K	1.91%	21
2022 Q4	$2.01M	Buy	+19,335	New	+$1.99M	1.85%	21

Other funds holding EXPD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Wealth Management's EXPD Position: Q3 2024 in Review

Evergreen Wealth Management sold out of Expeditors International (EXPD) in Q3 2024, closing a stake of 21,687 shares — an estimated $2.71M sold.

Evergreen Wealth Management first reported a position in EXPD in Q4 2022 and held it in 7 quarters. The position peaked at $2.76M in Q4 2023. 821 funds tracked by Wall St. Rank hold EXPD as of Q3 2024.

Evergreen Wealth Management reported no remaining Expeditors International position as of Q3 2024 after selling out during the quarter.
Evergreen Wealth Management sold 21,687 Expeditors International shares in Q3 2024, an estimated $2.71M.
Evergreen Wealth Management first reported a position in Expeditors International in Q4 2022 and held it in 7 quarters.
Evergreen Wealth Management's Expeditors International position peaked at $2.76M in Q4 2023.
821 funds tracked by Wall St. Rank held Expeditors International as of Q3 2024.

Based on Evergreen Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.