KIG
EXPD icon

Kovitz Investment Group’s Expeditors International EXPD Stock Holding History

Kovitz Investment Group’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
2015
Q4 		– Sell
-559,764
Closed -$26.3M – 125
2015
Q3 		$26.3M Sell
559,764
-54,722
-9% -$2.59M 1.53% 28
2015
Q2 		$28.3M Sell
614,486
-19,987
-3% -$941K 1.57% 28
2015
Q1 		$30.6M Sell
634,473
-202,420
-24% -$9.32M 1.68% 27
2014
Q4 		$37.3M Sell
836,893
-16,544
-2% -$711K 1.84% 28
2014
Q3 		$34.6M Buy
853,437
+10,773
+1% +$459K 1.78% 28
2014
Q2 		$37.2M Buy
842,664
+71,216
+9% +$3.06M 1.94% 29
2014
Q1 		$28.5M Sell
771,448
-223,204
-22% -$9.15M 1.47% 30
2013
Q4 		$44M Sell
994,652
-838
-0.1% -$36.6K 2.01% 26
2013
Q3 		$43.9M Buy
995,490
+69,345
+7% +$2.88M 2.13% 22
2013
Q2 		$35.2M Buy
+926,145
New +$34.7M 1.81% 25

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return