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KCM Investment Advisors’s Expeditors International EXPD Stock Holding History

KCM Investment Advisors’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
Q1 		– Sell
-1,665
Closed -$212K – 383
2023
Q4 		$212K Sell
1,665
-1,117
-40% -$132K 0.01% 352
2023
Q3 		$319K Sell
2,782
-500
-15% -$59.4K 0.01% 299
2023
Q2 		$398K Hold
3,282
– – 0.02% 284
2023
Q1 		$361K Sell
3,282
-260
-7% -$28.2K 0.01% 310
2022
Q4 		$368K Hold
3,542
– – 0.02% 305
2022
Q3 		$313K Hold
3,542
– – 0.01% 303
2022
Q2 		$345K Sell
3,542
-181
-5% -$18.5K 0.02% 307
2022
Q1 		$384K Buy
3,723
+45
+1% +$4.96K 0.01% 325
2021
Q4 		$494K Buy
3,678
+337
+10% +$42.2K 0.02% 291
2021
Q3 		$398K Hold
3,341
– – 0.02% 296
2021
Q2 		$423K Buy
3,341
+46
+1% +$5.43K 0.02% 287
2021
Q1 		$355K Hold
3,295
– – 0.02% 286
2020
Q4 		$313K Buy
+3,295
New +$300K 0.02% 284

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 $3.37T 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

KCM Investment Advisors's EXPD Position: Q1 2024 in Review

KCM Investment Advisors sold out of Expeditors International (EXPD) in Q1 2024, closing a stake of 1,665 shares — an estimated $212K sold.

KCM Investment Advisors first reported a position in EXPD in Q4 2020 and held it in 13 quarters. The position peaked at $494K in Q4 2021. 808 funds tracked by Wall St. Rank hold EXPD as of Q1 2024.

  • KCM Investment Advisors reported no remaining Expeditors International position as of Q1 2024 after selling out during the quarter.
  • KCM Investment Advisors sold 1,665 Expeditors International shares in Q1 2024, an estimated $212K.
  • KCM Investment Advisors first reported a position in Expeditors International in Q4 2020 and held it in 13 quarters.
  • KCM Investment Advisors's Expeditors International position peaked at $494K in Q4 2021.
  • 808 funds tracked by Wall St. Rank held Expeditors International as of Q1 2024.

Based on KCM Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.