LF
EXPD icon

Lee Financial’s Expeditors International EXPD Stock Holding History

Lee Financial’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
Q4 		– Sell
-17
Closed -$1.95K – 879
2023
Q3 		$1.95K Hold
17
– – ﹤0.01% 689
2023
Q2 		$2.06K Buy
+17
New +$1.93K ﹤0.01% 655

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee Financial's EXPD Position: Q4 2023 in Review

Lee Financial sold out of Expeditors International (EXPD) in Q4 2023, closing a stake of 17 shares — an estimated $1.95K sold.

Lee Financial first reported a position in EXPD in Q2 2023 and held it in 2 quarters. The position peaked at $2.06K in Q2 2023. 821 funds tracked by Wall St. Rank hold EXPD as of Q4 2023.

  • Lee Financial reported no remaining Expeditors International position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 17 Expeditors International shares in Q4 2023, an estimated $1.95K.
  • Lee Financial first reported a position in Expeditors International in Q2 2023 and held it in 2 quarters.
  • Lee Financial's Expeditors International position peaked at $2.06K in Q2 2023.
  • 821 funds tracked by Wall St. Rank held Expeditors International as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.