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Fortis Advisors’s Expeditors International EXPD Stock Holding History

Fortis Advisors’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
Q1 		– Sell
-1,056
Closed -$110K – 272
2022
Q4 		$110K Hold
1,056
– – 0.08% 105
2022
Q3 		$93K Hold
1,056
– – 0.07% 123
2022
Q2 		$103K Hold
1,056
– – 0.07% 124
2022
Q1 		$109K Buy
1,056
+219
+26% +$24.1K 0.06% 148
2021
Q4 		$112K Hold
837
– – 0.07% 131
2021
Q3 		$100K Hold
837
– – 0.06% 134
2021
Q2 		$106K Hold
837
– – 0.06% 136
2021
Q1 		$90K Buy
+837
New +$80.6K 0.06% 112

Other funds holding EXPD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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