FAM
EXPD icon

Formidable Asset Management’s Expeditors International EXPD Stock Holding History

Formidable Asset 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
2023
Q4 		– Sell
-7,323
Closed -$839K – 294
2023
Q3 		$839K Buy
7,323
+342
+5% +$40.7K 0.19% 100
2023
Q2 		$846K Buy
6,981
+358
+5% +$40.7K 0.18% 99
2023
Q1 		$729K Buy
6,623
+3,206
+94% +$348K 0.15% 125
2022
Q4 		$355K Sell
3,417
-4,500
-57% -$464K 0.08% 209
2022
Q3 		$699K Buy
7,917
+188
+2% +$18.8K 0.16% 113
2022
Q2 		$753K Buy
7,729
+3,093
+67% +$317K 0.17% 108
2022
Q1 		$478K Buy
4,636
+288
+7% +$31.8K 0.09% 187
2021
Q4 		$584K Buy
4,348
+433
+11% +$54.2K 0.11% 167
2021
Q3 		$466K Buy
+3,915
New +$490K 0.09% 206

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return