KFS
EXPD icon

Kaizen Financial Strategies’s Expeditors International EXPD Stock Holding History

Kaizen Financial Strategies’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
-2,340
Closed -$287K – 116
2023
Q2 		$287K Hold
2,340
– – 0.25% 72
2023
Q1 		$258K Sell
2,340
-60
-3% -$6.51K 0.25% 75
2022
Q4 		$261K Buy
+2,400
New +$247K 0.26% 91

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Kaizen Financial Strategies's EXPD Position: Q3 2023 in Review

Kaizen Financial Strategies sold out of Expeditors International (EXPD) in Q3 2023, closing a stake of 2,340 shares — an estimated $287K sold.

Kaizen Financial Strategies first reported a position in EXPD in Q4 2022 and held it in 3 quarters. The position peaked at $287K in Q2 2023. 771 funds tracked by Wall St. Rank hold EXPD as of Q3 2023.

  • Kaizen Financial Strategies reported no remaining Expeditors International position as of Q3 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 2,340 Expeditors International shares in Q3 2023, an estimated $287K.
  • Kaizen Financial Strategies first reported a position in Expeditors International in Q4 2022 and held it in 3 quarters.
  • Kaizen Financial Strategies's Expeditors International position peaked at $287K in Q2 2023.
  • 771 funds tracked by Wall St. Rank held Expeditors International as of Q3 2023.

Based on Kaizen Financial Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.