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Glassman Wealth Services’s Expeditors International EXPD Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-200
Closed -$25.4K – 742
2023
Q4 		$25.4K Buy
200
+6
+3% +$708 ﹤0.01% 629
2023
Q3 		$22.2K Buy
194
+11
+6% +$1.31K ﹤0.01% 640
2023
Q2 		$22.2K Buy
183
+4
+2% +$455 ﹤0.01% 597
2023
Q1 		$19.7K Buy
179
+7
+4% +$760 ﹤0.01% 640
2022
Q4 		$17.9K Buy
172
+40
+30% +$4.12K ﹤0.01% 690
2022
Q3 		$12K Sell
132
-116
-47% -$11.6K ﹤0.01% 742
2022
Q2 		$24K Buy
248
+46
+23% +$4.71K ﹤0.01% 573
2022
Q1 		$21K Buy
202
+84
+71% +$9.26K ﹤0.01% 628
2021
Q4 		$16K Buy
118
+24
+26% +$3K ﹤0.01% 669
2021
Q3 		$11K Buy
94
+23
+32% +$2.88K ﹤0.01% 745
2021
Q2 		$9K Buy
71
+9
+15% +$1.06K ﹤0.01% 773
2021
Q1 		$7K Sell
62
-143
-70% -$13.8K ﹤0.01% 791
2020
Q4 		$19K Buy
205
+8
+4% +$729 ﹤0.01% 542
2020
Q3 		$18K Buy
197
+170
+630% +$14.5K 0.01% 467
2020
Q2 		$2K Buy
27
+9
+50% +$657 ﹤0.01% 850
2020
Q1 		$1K Buy
18
+9
+100% +$642 ﹤0.01% 862
2019
Q4 		$1K Buy
9
+3
+50% +$225 ﹤0.01% 907
2019
Q3 		$0 Buy
6
+3
+100% +$220 ﹤0.01% 1134
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1159
2019
Q1 		$0 Hold
3
– – ﹤0.01% 1084
2018
Q4 		$0 Hold
3
– – ﹤0.01% 838
2018
Q3 		$0 Hold
3
– – ﹤0.01% 854
2018
Q2 		$0 Hold
3
– – ﹤0.01% 838
2018
Q1 		$0 Hold
3
– – ﹤0.01% 786
2017
Q4 		$0 Hold
3
– – ﹤0.01% 705
2017
Q3 		$0 Hold
3
– – ﹤0.01% 568
2017
Q2 		$0 Hold
3
– – ﹤0.01% 579
2017
Q1 		$0 Buy
+3
New +$165 ﹤0.01% 610

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Glassman Wealth Services's EXPD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Expeditors International (EXPD) in Q1 2024, closing a stake of 200 shares — an estimated $25.4K sold.

Glassman Wealth Services first reported a position in EXPD in Q1 2017 and held it in 28 quarters. The position peaked at $25.4K in Q4 2023. 808 funds tracked by Wall St. Rank hold EXPD as of Q1 2024.

  • Glassman Wealth Services reported no remaining Expeditors International position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 200 Expeditors International shares in Q1 2024, an estimated $25.4K.
  • Glassman Wealth Services first reported a position in Expeditors International in Q1 2017 and held it in 28 quarters.
  • Glassman Wealth Services's Expeditors International position peaked at $25.4K in Q4 2023.
  • 808 funds tracked by Wall St. Rank held Expeditors International as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.