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First Trust Direct Indexing’s Expeditors International EXPD Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-5,069
Closed -$666K – 313
2024
Q3 		$666K Sell
5,069
-895
-15% -$110K 0.04% 460
2024
Q2 		$744K Buy
5,964
+800
+15% +$95.3K 0.05% 392
2024
Q1 		$628K Sell
5,164
-295
-5% -$36.5K 0.05% 410
2023
Q4 		$694K Sell
5,459
-707
-11% -$83.4K 0.06% 351
2023
Q3 		$707K Buy
6,166
+23
+0.4% +$2.73K 0.08% 297
2023
Q2 		$744K Buy
6,143
+506
+9% +$57.5K 0.08% 290
2023
Q1 		$621K Buy
5,637
+167
+3% +$18.1K 0.07% 335
2022
Q4 		$568K Buy
5,470
+376
+7% +$38.8K 0.08% 344
2022
Q3 		$450K Buy
5,094
+547
+12% +$54.8K 0.07% 370
2022
Q2 		$443K Buy
4,547
+753
+20% +$77.1K 0.06% 373
2022
Q1 		$391K Sell
3,794
-414
-10% -$45.6K 0.05% 428
2021
Q4 		$565K Sell
4,208
-96
-2% -$12K 0.07% 325
2021
Q3 		$513K Buy
4,304
+1,141
+36% +$143K 0.07% 341
2021
Q2 		$400K Buy
+3,163
New +$373K 0.06% 381
2021
Q1 		– Sell
-1,165
Closed -$111K – 581
2020
Q4 		$111K Buy
+1,165
New +$106K 0.03% 472

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Trust Direct Indexing's EXPD Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Expeditors International (EXPD) in Q4 2024, closing a stake of 5,069 shares — an estimated $666K sold.

First Trust Direct Indexing first reported a position in EXPD in Q4 2020 and held it in 15 quarters. The position peaked at $744K in Q2 2024. 827 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Expeditors International position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,069 Expeditors International shares in Q4 2024, an estimated $666K.
  • First Trust Direct Indexing first reported a position in Expeditors International in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's Expeditors International position peaked at $744K in Q2 2024.
  • 827 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.