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Institutional & Family Asset Management’s Expeditors International EXPD Stock Holding History

Institutional & Family Asset 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
Q3 		– Sell
-3
Closed -$363 – 731
2023
Q2 		$363 Buy
+3
New +$341 ﹤0.01% 707
2020
Q1 		– Sell
-30
Closed -$2K – 843
2019
Q4 		$2K Buy
30
+15
+100% +$1.12K ﹤0.01% 732
2019
Q3 		$1K Buy
+15
New +$1.1K ﹤0.01% 775

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Institutional & Family Asset Management's EXPD Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Expeditors International (EXPD) in Q3 2023, closing a stake of 3 shares — an estimated $363 sold.

Institutional & Family Asset Management first reported a position in EXPD in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 771 funds tracked by Wall St. Rank hold EXPD as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining Expeditors International position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 3 Expeditors International shares in Q3 2023, an estimated $363.
  • Institutional & Family Asset Management first reported a position in Expeditors International in Q3 2019 and held it in 3 quarters.
  • Institutional & Family Asset Management's Expeditors International position peaked at $2K in Q4 2019.
  • 771 funds tracked by Wall St. Rank held Expeditors International as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.