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 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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Formidable Asset Management's EXPD Position: Q4 2023 in Review

Formidable Asset Management sold out of Expeditors International (EXPD) in Q4 2023, closing a stake of 7,323 shares — an estimated $839K sold.

Formidable Asset Management first reported a position in EXPD in Q3 2021 and held it in 9 quarters. The position peaked at $846K in Q2 2023. 823 funds tracked by Wall St. Rank hold EXPD as of Q4 2023.

Formidable Asset Management reported no remaining Expeditors International position as of Q4 2023 after selling out during the quarter.
Formidable Asset Management sold 7,323 Expeditors International shares in Q4 2023, an estimated $839K.
Formidable Asset Management first reported a position in Expeditors International in Q3 2021 and held it in 9 quarters.
Formidable Asset Management's Expeditors International position peaked at $846K in Q2 2023.
823 funds tracked by Wall St. Rank held Expeditors International as of Q4 2023.

Based on Formidable Asset Management's 13F filing for Q4 2023, filed 7 Feb 2024.