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Heritage Financial Services’s Expeditors International EXPD Stock Holding History

Heritage 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
2022
Q3 		– Sell
-15
Closed -$1K – 199
2022
Q2 		$1K Buy
+15
New +$1.54K ﹤0.01% 446

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Geode Capital Management
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First Eagle Investment Management
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Wellington Management Group
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Boston Partners
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Northern Trust
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Heritage Financial Services's EXPD Position: Q3 2022 in Review

Heritage Financial Services sold out of Expeditors International (EXPD) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in EXPD in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 708 funds tracked by Wall St. Rank hold EXPD as of Q3 2022.

  • Heritage Financial Services reported no remaining Expeditors International position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 15 Expeditors International shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in Expeditors International in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Expeditors International position peaked at $1K in Q2 2022.
  • 708 funds tracked by Wall St. Rank held Expeditors International as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.