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Jamison Private Wealth Management’s Expeditors International EXPD Stock Holding History

Jamison Private Wealth 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
2024
Q2 		– Sell
-5
Closed -$608 – 464
2024
Q1 		$608 Buy
+5
New +$618 ﹤0.01% 450

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Jamison Private Wealth Management's EXPD Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Expeditors International (EXPD) in Q2 2024, closing a stake of 5 shares — an estimated $608 sold.

Jamison Private Wealth Management first reported a position in EXPD in Q1 2024 and held it in 1 quarter. The position peaked at $608 in Q1 2024. 811 funds tracked by Wall St. Rank hold EXPD as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Expeditors International position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 5 Expeditors International shares in Q2 2024, an estimated $608.
  • Jamison Private Wealth Management first reported a position in Expeditors International in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Expeditors International position peaked at $608 in Q1 2024.
  • 811 funds tracked by Wall St. Rank held Expeditors International as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.