Lumature Wealth Partners’s Expeditors International EXPD Stock Holding History

Lumature Wealth Partners’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 Q2	$350K	Sell	2,886 -33	-1%	-$3.75K	0.21%	90
2023 Q1	$321K	Buy	2,919 +79	+3%	+$8.58K	0.18%	91
2022 Q4	$295K	Sell	2,840 -221	-7%	-$22.8K	0.16%	103
2022 Q3	$270K	Sell	3,061 -3	-0.1%	-$300	0.14%	111
2022 Q2	$299K	Sell	3,064 -11,316	-79%	-$1.16M	0.13%	113
2022 Q1	$1.48M	Buy	14,380 +4,835	+51%	+$533K	0.6%	36
2021 Q4	$1.28M	Buy	9,545 +416	+5%	+$52.1K	0.5%	40
2021 Q3	$1.09M	Buy	9,129 +646	+8%	+$80.9K	0.44%	47
2021 Q2	$1.07M	Buy	8,483 +442	+5%	+$52.2K	0.44%	44
2021 Q1	$866K	Buy	8,041 +2,047	+34%	+$197K	0.46%	47
2020 Q4	$570K	Buy	+5,994	New	+$546K	0.54%	55

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lumature Wealth Partners's EXPD Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Expeditors International (EXPD) stake by 1.1% in Q2 2023, selling an estimated $3.75K and leaving 2,886 shares worth $350K. The position accounts for 0.21% of the portfolio, ranked #90.

Lumature Wealth Partners first reported a position in EXPD in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.48M in Q1 2022. 797 funds tracked by Wall St. Rank hold EXPD as of Q2 2023.

Lumature Wealth Partners held 2,886 shares of Expeditors International worth $350K as of Q2 2023.
Lumature Wealth Partners sold 33 Expeditors International shares in Q2 2023, an estimated $3.75K.
Expeditors International made up 0.21% of Lumature Wealth Partners's portfolio in Q2 2023, its #90 holding.
Lumature Wealth Partners first reported a position in Expeditors International in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Expeditors International position peaked at $1.48M in Q1 2022.
797 funds tracked by Wall St. Rank held Expeditors International as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.