FormulaFolio Investments’s Expeditors International EXPD Stock Holding History

FormulaFolio Investments’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
2021 Q1	–	Sell	-3,452	Closed	-$328K	–	564
2020 Q4	$328K	Sell	3,452 -945	-21%	-$86.1K	0.01%	514
2020 Q3	$398K	Buy	+4,397	New	+$375K	0.02%	220
2020 Q1	–	Sell	-4,243	Closed	-$331K	–	309
2019 Q4	$331K	Sell	4,243 -152	-3%	-$11.4K	0.01%	292
2019 Q3	$327K	Buy	+4,395	New	+$322K	0.01%	269
2016 Q1	–	Sell	-4,589	Closed	-$207K	–	135
2015 Q4	$207K	Buy	4,589 +23	+0.5%	+$1.11K	0.05%	107
2015 Q3	$215K	Hold	4,566	–	–	0.07%	72
2015 Q2	$211K	Buy	+4,566	New	+$215K	0.06%	108

Other funds holding EXPD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FormulaFolio Investments's EXPD Position: Q1 2021 in Review

FormulaFolio Investments sold out of Expeditors International (EXPD) in Q1 2021, closing a stake of 3,452 shares — an estimated $328K sold.

FormulaFolio Investments first reported a position in EXPD in Q2 2015 and held it in 7 quarters. The position peaked at $398K in Q3 2020. 676 funds tracked by Wall St. Rank hold EXPD as of Q1 2021.

FormulaFolio Investments reported no remaining Expeditors International position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 3,452 Expeditors International shares in Q1 2021, an estimated $328K.
FormulaFolio Investments first reported a position in Expeditors International in Q2 2015 and held it in 7 quarters.
FormulaFolio Investments's Expeditors International position peaked at $398K in Q3 2020.
676 funds tracked by Wall St. Rank held Expeditors International as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.