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Lake Street Advisors Group’s Expeditors International EXPD Stock Holding History

Lake Street Advisors 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
2024
Q4 		– Sell
-1,593
Closed -$209K – 658
2024
Q3 		$209K Buy
+1,593
New +$195K 0.01% 548

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lake Street Advisors Group's EXPD Position: Q4 2024 in Review

Lake Street Advisors Group sold out of Expeditors International (EXPD) in Q4 2024, closing a stake of 1,593 shares — an estimated $209K sold.

Lake Street Advisors Group first reported a position in EXPD in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 826 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

  • Lake Street Advisors Group reported no remaining Expeditors International position as of Q4 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 1,593 Expeditors International shares in Q4 2024, an estimated $209K.
  • Lake Street Advisors Group first reported a position in Expeditors International in Q3 2024 and held it in 1 quarter.
  • Lake Street Advisors Group's Expeditors International position peaked at $209K in Q3 2024.
  • 826 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.