Freestone Capital Holdings’s Expeditors International EXPD Stock Holding History

Freestone Capital Holdings’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
2022 Q3	–	Sell	-5,903	Closed	-$575K	–	399
2022 Q2	$575K	Sell	5,903 -3,265	-36%	-$334K	0.02%	251
2022 Q1	$946K	Buy	9,168 +720	+9%	+$79.4K	0.04%	256
2021 Q4	$1.13M	Buy	8,448 +725	+9%	+$90.8K	0.05%	220
2021 Q3	$920K	Buy	7,723 +1,280	+20%	+$160K	0.05%	226
2021 Q2	$816K	Sell	6,443 -356	-5%	-$42K	0.04%	230
2021 Q1	$732K	Buy	6,799 +976	+17%	+$94K	0.04%	240
2020 Q4	$554K	Buy	5,823 +1,470	+34%	+$134K	0.03%	240
2020 Q3	$394K	Buy	4,353 +1,302	+43%	+$111K	0.03%	252
2020 Q2	$232K	Buy	+3,051	New	+$223K	﹤0.01%	312

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Freestone Capital Holdings's EXPD Position: Q3 2022 in Review

Freestone Capital Holdings sold out of Expeditors International (EXPD) in Q3 2022, closing a stake of 5,903 shares — an estimated $575K sold.

Freestone Capital Holdings first reported a position in EXPD in Q2 2020 and held it in 9 quarters. The position peaked at $1.13M in Q4 2021. 708 funds tracked by Wall St. Rank hold EXPD as of Q3 2022.

Freestone Capital Holdings reported no remaining Expeditors International position as of Q3 2022 after selling out during the quarter.
Freestone Capital Holdings sold 5,903 Expeditors International shares in Q3 2022, an estimated $575K.
Freestone Capital Holdings first reported a position in Expeditors International in Q2 2020 and held it in 9 quarters.
Freestone Capital Holdings's Expeditors International position peaked at $1.13M in Q4 2021.
708 funds tracked by Wall St. Rank held Expeditors International as of Q3 2022.

Based on Freestone Capital Holdings's 13F filing for Q3 2022, filed 9 Nov 2022.