Gradient Investments’s Expeditors International EXPD Stock Holding History

Gradient Investments’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	-22	Closed	-$2.8K	–	1417
2023 Q4	$2.8K	Sell	22 -301	-93%	-$35.5K	﹤0.01%	1145
2023 Q3	$37K	Hold	323	–	–	﹤0.01%	566
2023 Q2	$39.1K	Buy	323 +13	+4%	+$1.48K	﹤0.01%	553
2023 Q1	$34.1K	Hold	310	–	–	﹤0.01%	565
2022 Q4	$32.2K	Hold	310	–	–	﹤0.01%	590
2022 Q3	$27K	Hold	310	–	–	﹤0.01%	605
2022 Q2	$30K	Hold	310	–	–	﹤0.01%	563
2022 Q1	$32K	Hold	310	–	–	﹤0.01%	551
2021 Q4	$42K	Hold	310	–	–	﹤0.01%	504
2021 Q3	$37K	Hold	310	–	–	﹤0.01%	517
2021 Q2	$39K	Sell	310 -1,014	-77%	-$120K	﹤0.01%	506
2021 Q1	$143K	Buy	+1,324	New	+$127K	﹤0.01%	319
2019 Q3	–	Sell	-1,000	Closed	-$76K	–	1140
2019 Q2	$76K	Buy	+1,000	New	+$75.5K	﹤0.01%	341
2019 Q1	–	Sell	-1,000	Closed	-$68K	–	902
2018 Q4	$68K	Buy	+1,000	New	+$70.2K	﹤0.01%	309

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Gradient Investments's EXPD Position: Q1 2024 in Review

Gradient Investments sold out of Expeditors International (EXPD) in Q1 2024, closing a stake of 22 shares — an estimated $2.8K sold.

Gradient Investments first reported a position in EXPD in Q4 2018 and held it in 14 quarters. The position peaked at $143K in Q1 2021. 808 funds tracked by Wall St. Rank hold EXPD as of Q1 2024.

Gradient Investments reported no remaining Expeditors International position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 22 Expeditors International shares in Q1 2024, an estimated $2.8K.
Gradient Investments first reported a position in Expeditors International in Q4 2018 and held it in 14 quarters.
Gradient Investments's Expeditors International position peaked at $143K in Q1 2021.
808 funds tracked by Wall St. Rank held Expeditors International as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.