Kaizen Advisory’s Expeditors International EXPD Stock Holding History

Kaizen Advisory’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
2018 Q4	$34K	Buy	497 +39	+9%	+$2.74K	0.02%	407
2018 Q3	$34K	Hold	458	–	–	0.02%	423
2018 Q2	$33K	Buy	458 +288	+169%	+$20.1K	0.02%	432
2018 Q1	$11K	Hold	170	–	–	0.01%	461
2017 Q4	$11K	Buy	+170	New	+$10.4K	0.01%	456

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's EXPD Position: Q4 2018 in Review

Kaizen Advisory increased its Expeditors International (EXPD) stake by 8.5% in Q4 2018, buying an estimated $2.74K and bringing the position to 497 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #407.

Kaizen Advisory first reported a position in EXPD in Q4 2017 and has held it in 5 quarters since. 570 funds tracked by Wall St. Rank hold EXPD as of Q4 2018.

Kaizen Advisory held 497 shares of Expeditors International worth $34K as of Q4 2018.
Kaizen Advisory bought 39 Expeditors International shares in Q4 2018, an estimated $2.74K.
Expeditors International made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #407 holding.
Kaizen Advisory first reported a position in Expeditors International in Q4 2017 and has held it in 5 quarters since.
570 funds tracked by Wall St. Rank held Expeditors International as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.