Howe & Rusling’s Expeditors International EXPD Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-21	Closed	-$2K	–	561
2022 Q3	$2K	Buy	21 +4	+24%	+$400	﹤0.01%	856
2022 Q2	$2K	Sell	17 -4	-19%	-$410	﹤0.01%	858
2022 Q1	$2K	Buy	21 +4	+24%	+$441	﹤0.01%	852
2021 Q4	$2K	Hold	17	–	–	﹤0.01%	853
2021 Q3	$2K	Buy	17 +2	+13%	+$250	﹤0.01%	839
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	795
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	795
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	870
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	770
2020 Q2	$1K	Sell	15 -6	-29%	-$438	﹤0.01%	738
2020 Q1	$1K	Buy	21 +5	+31%	+$357	﹤0.01%	698
2019 Q4	$1K	Buy	+16	New	+$1.2K	﹤0.01%	745

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Howe & Rusling's EXPD Position: Q4 2022 in Review

Howe & Rusling sold out of Expeditors International (EXPD) in Q4 2022, closing a stake of 21 shares — an estimated $2K sold.

Howe & Rusling first reported a position in EXPD in Q4 2019 and held it in 12 quarters. The position peaked at $2K in Q3 2022. 751 funds tracked by Wall St. Rank hold EXPD as of Q4 2022.

Howe & Rusling reported no remaining Expeditors International position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 21 Expeditors International shares in Q4 2022, an estimated $2K.
Howe & Rusling first reported a position in Expeditors International in Q4 2019 and held it in 12 quarters.
Howe & Rusling's Expeditors International position peaked at $2K in Q3 2022.
751 funds tracked by Wall St. Rank held Expeditors International as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.