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Janiczek Wealth Management’s Expeditors International EXPD Stock Holding History

Janiczek 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 		$33.1K Sell
265
-69
-21% -$8.22K 0.01% 470
2024
Q1 		$40.6K Buy
334
+63
+23% +$7.79K 0.01% 438
2023
Q4 		$34.5K Buy
271
+13
+5% +$1.53K 0.01% 456
2023
Q3 		$29.6K Buy
258
+47
+22% +$5.59K 0.01% 460
2023
Q2 		$25.6K Buy
211
+15
+8% +$1.71K 0.01% 428
2023
Q1 		$21.9K Buy
196
+69
+54% +$7.49K 0.01% 441
2022
Q4 		$14K Sell
127
-42
-25% -$4.33K ﹤0.01% 505
2022
Q3 		$15K Sell
169
-442
-72% -$44.2K ﹤0.01% 487
2022
Q2 		$65K Sell
611
-72
-11% -$7.38K 0.02% 268
2022
Q1 		$70K Sell
683
-39
-5% -$4.3K 0.02% 256
2021
Q4 		$97K Buy
722
+7
+1% +$876 0.03% 193
2021
Q3 		$85K Sell
715
-4
-0.6% -$501 0.03% 191
2021
Q2 		$91K Buy
719
+22
+3% +$2.6K 0.03% 169
2021
Q1 		$75K Sell
697
-125
-15% -$12K 0.03% 179
2020
Q4 		$78K Buy
822
+623
+313% +$56.7K 0.04% 133
2020
Q3 		$18K Buy
+199
New +$16.9K 0.01% 163

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

Janiczek Wealth Management's EXPD Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Expeditors International (EXPD) stake by 21% in Q2 2024, selling an estimated $8.22K and leaving 265 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #470.

Janiczek Wealth Management first reported a position in EXPD in Q3 2020 and has held it in 16 quarters since. The position peaked at $97K in Q4 2021. 811 funds tracked by Wall St. Rank hold EXPD as of Q2 2024.

  • Janiczek Wealth Management held 265 shares of Expeditors International worth $33.1K as of Q2 2024.
  • Janiczek Wealth Management sold 69 Expeditors International shares in Q2 2024, an estimated $8.22K.
  • Expeditors International made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #470 holding.
  • Janiczek Wealth Management first reported a position in Expeditors International in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Expeditors International position peaked at $97K in Q4 2021.
  • 811 funds tracked by Wall St. Rank held Expeditors International as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.