Groesbeck Investment Management’s Expeditors International EXPD Stock Holding History

Groesbeck Investment 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
2018 Q1	–	Sell	-3,900	Closed	-$252K	–	91
2017 Q4	$252K	Sell	3,900 -1,000	-20%	-$61.3K	0.18%	88
2017 Q3	$293K	Sell	4,900 -2,800	-36%	-$160K	0.21%	77
2017 Q2	$435K	Sell	7,700 -10,723	-58%	-$590K	0.32%	63
2017 Q1	$1.04M	Buy	18,423 +1,954	+12%	+$107K	0.77%	38
2016 Q4	$872K	Sell	16,469 -454	-3%	-$23.7K	0.68%	43
2016 Q3	$872K	Sell	16,923 -14,876	-47%	-$753K	0.65%	37
2016 Q2	$1.56M	Buy	31,799 +3,380	+12%	+$164K	1.14%	32
2016 Q1	$1.39M	Sell	28,419 -2,201	-7%	-$101K	0.99%	37
2015 Q4	$1.38M	Buy	+30,620	New	+$1.48M	0.88%	42

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Groesbeck Investment Management's EXPD Position: Q1 2018 in Review

Groesbeck Investment Management sold out of Expeditors International (EXPD) in Q1 2018, closing a stake of 3,900 shares — an estimated $252K sold.

Groesbeck Investment Management first reported a position in EXPD in Q4 2015 and held it in 9 quarters. The position peaked at $1.56M in Q2 2016. 574 funds tracked by Wall St. Rank hold EXPD as of Q1 2018.

Groesbeck Investment Management reported no remaining Expeditors International position as of Q1 2018 after selling out during the quarter.
Groesbeck Investment Management sold 3,900 Expeditors International shares in Q1 2018, an estimated $252K.
Groesbeck Investment Management first reported a position in Expeditors International in Q4 2015 and held it in 9 quarters.
Groesbeck Investment Management's Expeditors International position peaked at $1.56M in Q2 2016.
574 funds tracked by Wall St. Rank held Expeditors International as of Q1 2018.

Based on Groesbeck Investment Management's 13F filing for Q1 2018, filed 2 May 2018.