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Graham Capital Wealth Management’s Expeditors International EXPD Stock Holding History

Graham Capital Wealth Management’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
Q2 		– Sell
-216
Closed -$238K – 72
2023
Q1 		$238K Buy
+216
New +$23.5K 0.03% 162

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State Street
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Loomis, Sayles & Company
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Graham Capital Wealth Management's EXPD Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Expeditors International (EXPD) in Q2 2023, closing a stake of 216 shares — an estimated $238K sold.

Graham Capital Wealth Management first reported a position in EXPD in Q1 2023 and held it in 1 quarter. The position peaked at $238K in Q1 2023. 796 funds tracked by Wall St. Rank hold EXPD as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Expeditors International position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 216 Expeditors International shares in Q2 2023, an estimated $238K.
  • Graham Capital Wealth Management first reported a position in Expeditors International in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Expeditors International position peaked at $238K in Q1 2023.
  • 796 funds tracked by Wall St. Rank held Expeditors International as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.