Marshall & Sullivan’s Expeditors International EXPD Stock Holding History

Marshall & Sullivan’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 Q1	–	Sell	-853	Closed	-$88.6K	–	47
2022 Q4	$88.6K	Buy	+853	New	+$87.9K	0.06%	49
2022 Q3	–	Sell	-853	Closed	-$83K	–	50
2022 Q2	$83K	Buy	+853	New	+$87.4K	0.05%	48
2019 Q2	–	Sell	-3,005	Closed	-$228K	–	43
2019 Q1	$228K	Buy	3,005 +5	+0.2%	+$361	0.17%	39
2018 Q4	$204K	Hold	3,000	–	–	0.18%	39
2018 Q3	$221K	Sell	3,000 -4,162	-58%	-$308K	0.16%	43
2018 Q2	$524K	Hold	7,162	–	–	0.48%	36
2018 Q1	$453K	Buy	+7,162	New	+$460K	0.37%	38

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Marshall & Sullivan's EXPD Position: Q1 2023 in Review

Marshall & Sullivan sold out of Expeditors International (EXPD) in Q1 2023, closing a stake of 853 shares — an estimated $88.6K sold.

Marshall & Sullivan first reported a position in EXPD in Q1 2018 and held it in 7 quarters. The position peaked at $524K in Q2 2018. 767 funds tracked by Wall St. Rank hold EXPD as of Q1 2023.

Marshall & Sullivan reported no remaining Expeditors International position as of Q1 2023 after selling out during the quarter.
Marshall & Sullivan sold 853 Expeditors International shares in Q1 2023, an estimated $88.6K.
Marshall & Sullivan first reported a position in Expeditors International in Q1 2018 and held it in 7 quarters.
Marshall & Sullivan's Expeditors International position peaked at $524K in Q2 2018.
767 funds tracked by Wall St. Rank held Expeditors International as of Q1 2023.

Based on Marshall & Sullivan's 13F filing for Q1 2023, filed 10 Apr 2023.