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Legend Financial Advisors’s Expeditors International EXPD Stock Holding History

Legend Financial Advisors’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
Q1 		– Sell
-600
Closed -$76.3K – 188
2023
Q4 		$76.3K Hold
600
– – 0.06% 49
2023
Q3 		$68.8K Hold
600
– – 0.06% 60
2023
Q2 		$72.7K Hold
600
– – 0.06% 56
2023
Q1 		$66.1K Hold
600
– – 0.06% 56
2022
Q4 		$62.4K Hold
600
– – 0.05% 66
2022
Q3 		$53K Buy
+600
New +$60.1K 0.05% 58

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Legend Financial Advisors's EXPD Position: Q1 2024 in Review

Legend Financial Advisors sold out of Expeditors International (EXPD) in Q1 2024, closing a stake of 600 shares — an estimated $76.3K sold.

Legend Financial Advisors first reported a position in EXPD in Q3 2022 and held it in 6 quarters. The position peaked at $76.3K in Q4 2023. 808 funds tracked by Wall St. Rank hold EXPD as of Q1 2024.

  • Legend Financial Advisors reported no remaining Expeditors International position as of Q1 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 600 Expeditors International shares in Q1 2024, an estimated $76.3K.
  • Legend Financial Advisors first reported a position in Expeditors International in Q3 2022 and held it in 6 quarters.
  • Legend Financial Advisors's Expeditors International position peaked at $76.3K in Q4 2023.
  • 808 funds tracked by Wall St. Rank held Expeditors International as of Q1 2024.

Based on Legend Financial Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.