HBC Financial Services’s Expeditors International EXPD Stock Holding History

HBC Financial 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 Q4	$31K	Buy	285 +1	+0.4%	+$119	0.02%	80
2024 Q3	$33K	Hold	284	–	–	0.02%	83
2024 Q2	$35K	Buy	284 +2	+0.7%	+$238	0.02%	83
2024 Q1	$31K	Hold	282	–	–	0.02%	79
2023 Q4	$35K	Buy	282 +1	+0.4%	+$118	0.02%	79
2023 Q3	$32K	Hold	281	–	–	0.02%	76
2023 Q2	$34K	Buy	281 +1	+0.4%	+$114	0.02%	79
2023 Q1	$31K	Hold	280	–	–	0.02%	93
2022 Q4	$29K	Buy	280 +2	+0.7%	+$206	0.02%	80
2022 Q3	$25K	Hold	278	–	–	0.02%	77
2022 Q2	$27K	Buy	278 +1	+0.4%	+$102	0.02%	82
2022 Q1	$27K	Hold	277	–	–	0.02%	79
2021 Q4	$36K	Buy	277 +1	+0.4%	+$125	0.02%	77
2021 Q3	$31K	Hold	276	–	–	0.02%	71
2021 Q2	$35K	Buy	276 +51	+23%	+$6.02K	0.02%	82
2021 Q1	$24.6K	Hold	225	–	–	0.02%	102
2020 Q4	$21K	Buy	225 +1	+0.4%	+$91	0.02%	104
2020 Q3	$20K	Hold	224	–	–	0.02%	99
2020 Q2	$18K	Buy	224 +2	+0.9%	+$146	0.02%	91
2020 Q1	$14K	Hold	222	–	–	0.02%	99
2019 Q4	$17K	Buy	+222	New	+$16.6K	0.01%	115

Other funds holding EXPD

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

BlackRock New York $6.73T AUM 46.02% 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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HBC Financial Services's EXPD Position: Q4 2024 in Review

HBC Financial Services increased its Expeditors International (EXPD) stake by 0.35% in Q4 2024, buying an estimated $119 and bringing the position to 285 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #80.

HBC Financial Services first reported a position in EXPD in Q4 2019 and has held it in 21 quarters since. The position peaked at $36K in Q4 2021. 827 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

HBC Financial Services held 285 shares of Expeditors International worth $31K as of Q4 2024.
HBC Financial Services bought 1 Expeditors International share in Q4 2024, an estimated $119.
Expeditors International made up 0.02% of HBC Financial Services's portfolio in Q4 2024, its #80 holding.
HBC Financial Services first reported a position in Expeditors International in Q4 2019 and has held it in 21 quarters since.
HBC Financial Services's Expeditors International position peaked at $36K in Q4 2021.
827 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.