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Kiwi Wealth Investments Limited Partnership’s Expeditors International EXPD Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-34,239
Closed -$4.15M – 95
2023
Q2 		$4.15M Hold
34,239
– – 0.26% 84
2023
Q1 		$3.77M Sell
34,239
-5,093
-13% -$553K 0.24% 95
2022
Q4 		$4.09M Sell
39,332
-676
-2% -$69.7K 0.27% 89
2022
Q3 		$3.9M Hold
40,008
– – 0.27% 102
2022
Q2 		$3.9M Buy
40,008
+347
+0.9% +$35.5K 0.27% 102
2022
Q1 		$4.09M Hold
39,661
– – 0.22% 125
2021
Q4 		$5.33M Sell
39,661
-1,017
-3% -$127K 0.25% 109
2021
Q3 		$4.85M Buy
40,678
+2,286
+6% +$286K 0.25% 123
2021
Q2 		$4.86M Sell
38,392
-2,463
-6% -$291K 0.25% 107
2021
Q1 		$4.4M Hold
40,855
– – 0.25% 110
2020
Q4 		$3.89M Hold
40,855
– – 0.23% 130
2020
Q3 		$3.7M Hold
40,855
– – 0.26% 105
2020
Q2 		$3.11M Sell
40,855
-7,261
-15% -$530K 0.25% 103
2020
Q1 		$3.21M Buy
+48,116
New +$3.43M 0.32% 82

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EXPD Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Expeditors International (EXPD) in Q3 2023, closing a stake of 34,239 shares — an estimated $4.15M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EXPD in Q1 2020 and held it in 14 quarters. The position peaked at $5.33M in Q4 2021. 772 funds tracked by Wall St. Rank hold EXPD as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Expeditors International position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 34,239 Expeditors International shares in Q3 2023, an estimated $4.15M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Expeditors International in Q1 2020 and held it in 14 quarters.
  • Kiwi Wealth Investments Limited Partnership's Expeditors International position peaked at $5.33M in Q4 2021.
  • 772 funds tracked by Wall St. Rank held Expeditors International as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.