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James Investment Research’s Expeditors International EXPD Stock Holding History

James Investment Research’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
2019
Q4 		– Sell
-2,930
Closed -$218K – 527
2019
Q3 		$218K Hold
2,930
– – 0.02% 307
2019
Q2 		$222K Sell
2,930
-6,070
-67% -$458K 0.02% 341
2019
Q1 		$683K Sell
9,000
-6,600
-42% -$476K 0.04% 341
2018
Q4 		$1.06M Buy
+15,600
New +$1.1M 0.07% 308

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

James Investment Research's EXPD Position: Q4 2019 in Review

James Investment Research sold out of Expeditors International (EXPD) in Q4 2019, closing a stake of 2,930 shares — an estimated $218K sold.

James Investment Research first reported a position in EXPD in Q4 2018 and held it in 4 quarters. The position peaked at $1.06M in Q4 2018. 602 funds tracked by Wall St. Rank hold EXPD as of Q4 2019.

  • James Investment Research reported no remaining Expeditors International position as of Q4 2019 after selling out during the quarter.
  • James Investment Research sold 2,930 Expeditors International shares in Q4 2019, an estimated $218K.
  • James Investment Research first reported a position in Expeditors International in Q4 2018 and held it in 4 quarters.
  • James Investment Research's Expeditors International position peaked at $1.06M in Q4 2018.
  • 602 funds tracked by Wall St. Rank held Expeditors International as of Q4 2019.

Based on James Investment Research's 13F filing for Q4 2019, filed 24 Jan 2020.