Kovitz Investment Group Partners
EXPD icon

Kovitz Investment Group Partners’s Expeditors International EXPD Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-2,364
Closed -$290K – 733
2025
Q3 		$290K Sell
2,364
-1,204
-34% -$143K ﹤0.01% 1214
2025
Q2 		$408K Sell
3,568
-459
-11% -$51.4K ﹤0.01% 1047
2025
Q1 		$484K Buy
4,027
+47
+1% +$5.41K ﹤0.01% 913
2024
Q4 		$441K Buy
+3,980
New +$475K ﹤0.01% 935

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return