Lenox Wealth Advisors’s Expeditors International EXPD Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-13	Closed	-$2K	–	836
2021 Q4	$2K	Buy	+13	New	+$1.63K	﹤0.01%	716
2018 Q2	–	Sell	-600	Closed	-$38K	–	574
2018 Q1	$38K	Buy	+600	New	+$38.6K	0.01%	190
2016 Q1	–	Sell	-32	Closed	-$1K	–	304
2015 Q4	$1K	Buy	+32	New	+$1.55K	﹤0.01%	392

Other funds holding EXPD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lenox Wealth Advisors's EXPD Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Expeditors International (EXPD) in Q1 2022, closing a stake of 13 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in EXPD in Q4 2015 and held it in 3 quarters. The position peaked at $38K in Q1 2018. 756 funds tracked by Wall St. Rank hold EXPD as of Q1 2022.

Lenox Wealth Advisors reported no remaining Expeditors International position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 13 Expeditors International shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in Expeditors International in Q4 2015 and held it in 3 quarters.
Lenox Wealth Advisors's Expeditors International position peaked at $38K in Q1 2018.
756 funds tracked by Wall St. Rank held Expeditors International as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.