EWM
EXPD icon

Evermay Wealth Management’s Expeditors International EXPD Stock Holding History

Evermay 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
2025
Q4 		– Sell
-70
Closed -$8.58K – 581
2025
Q3 		$8.58K Hold
70
– – ﹤0.01% 456
2025
Q2 		$8K Hold
70
– – ﹤0.01% 459
2025
Q1 		$8.42K Hold
70
– – ﹤0.01% 456
2024
Q4 		$7.75K Hold
70
– – ﹤0.01% 465
2024
Q3 		$9.2K Hold
70
– – ﹤0.01% 467
2024
Q2 		$8.74K Hold
70
– – ﹤0.01% 467
2024
Q1 		$8.51K Sell
70
-3
-4% -$371 ﹤0.01% 484
2023
Q4 		$9.29K Buy
73
+3
+4% +$354 ﹤0.01% 458
2023
Q3 		$8.03K Buy
+70
New +$8.32K ﹤0.01% 449

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return