Geller Advisors’s Expeditors International EXPD Stock Holding History

Geller 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
2024 Q4	$220K	Buy	1,986 +57	+3%	+$6.8K	0.01%	243
2024 Q3	$253K	Sell	1,929 -326	-14%	-$39.9K	0.02%	227
2024 Q2	$281K	Sell	2,255 -182	-7%	-$21.7K	0.02%	213
2024 Q1	$296K	Buy	2,437 +35	+1%	+$4.33K	0.02%	209
2023 Q4	$306K	Sell	2,402 -143	-6%	-$16.9K	0.03%	200
2023 Q3	$292K	Buy	2,545 +77	+3%	+$9.15K	0.03%	190
2023 Q2	$299K	Buy	+2,468	New	+$281K	0.04%	183

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geller Advisors's EXPD Position: Q4 2024 in Review

Geller Advisors increased its Expeditors International (EXPD) stake by 3% in Q4 2024, buying an estimated $6.8K and bringing the position to 1,986 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #243.

Geller Advisors first reported a position in EXPD in Q2 2023 and has held it in 7 quarters since. The position peaked at $306K in Q4 2023. 825 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

Geller Advisors held 1,986 shares of Expeditors International worth $220K as of Q4 2024.
Geller Advisors bought 57 Expeditors International shares in Q4 2024, an estimated $6.8K.
Expeditors International made up 0.01% of Geller Advisors's portfolio in Q4 2024, its #243 holding.
Geller Advisors first reported a position in Expeditors International in Q2 2023 and has held it in 7 quarters since.
Geller Advisors's Expeditors International position peaked at $306K in Q4 2023.
825 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.