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Kore Private Wealth’s Expeditors International EXPD Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-383
Closed -$29K – 527
2020
Q2 		$29K Sell
383
-142
-27% -$10.4K 0.01% 578
2020
Q1 		$35K Buy
525
+304
+138% +$21.7K 0.01% 483
2019
Q4 		$17K Buy
+221
New +$16.6K ﹤0.01% 655

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kore Private Wealth's EXPD Position: Q3 2020 in Review

Kore Private Wealth sold out of Expeditors International (EXPD) in Q3 2020, closing a stake of 383 shares — an estimated $29K sold.

Kore Private Wealth first reported a position in EXPD in Q4 2019 and held it in 3 quarters. The position peaked at $35K in Q1 2020. 633 funds tracked by Wall St. Rank hold EXPD as of Q3 2020.

  • Kore Private Wealth reported no remaining Expeditors International position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 383 Expeditors International shares in Q3 2020, an estimated $29K.
  • Kore Private Wealth first reported a position in Expeditors International in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Expeditors International position peaked at $35K in Q1 2020.
  • 633 funds tracked by Wall St. Rank held Expeditors International as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.