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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Fortis Advisors's EXPD Position: Q1 2023 in Review

Fortis Advisors sold out of Expeditors International (EXPD) in Q1 2023, closing a stake of 1,056 shares — an estimated $110K sold.

Fortis Advisors first reported a position in EXPD in Q1 2021 and held it in 8 quarters. The position peaked at $112K in Q4 2021. 766 funds tracked by Wall St. Rank hold EXPD as of Q1 2023.

Fortis Advisors reported no remaining Expeditors International position as of Q1 2023 after selling out during the quarter.
Fortis Advisors sold 1,056 Expeditors International shares in Q1 2023, an estimated $110K.
Fortis Advisors first reported a position in Expeditors International in Q1 2021 and held it in 8 quarters.
Fortis Advisors's Expeditors International position peaked at $112K in Q4 2021.
766 funds tracked by Wall St. Rank held Expeditors International as of Q1 2023.

Based on Fortis Advisors's 13F filing for Q1 2023, filed 9 May 2023.