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Mascoma Wealth Management’s Expeditors International EXPD Stock Holding History

Mascoma Wealth Management’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
-52
Closed -$5.96K – 482
2023
Q3 		$5.96K Buy
+52
New +$6.18K ﹤0.01% 377
2022
Q4 		– Sell
-50
Closed -$4K – 640
2022
Q3 		$4K Sell
50
-27
-35% -$2.7K ﹤0.01% 501
2022
Q2 		$8K Sell
77
-132
-63% -$13.5K ﹤0.01% 443
2022
Q1 		$22K Buy
209
+24
+13% +$2.65K 0.01% 352
2021
Q4 		$25K Buy
+185
New +$23.2K 0.01% 296

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mascoma Wealth Management's EXPD Position: Q4 2023 in Review

Mascoma Wealth Management sold out of Expeditors International (EXPD) in Q4 2023, closing a stake of 52 shares — an estimated $5.96K sold.

Mascoma Wealth Management first reported a position in EXPD in Q4 2021 and held it in 5 quarters. The position peaked at $25K in Q4 2021. 823 funds tracked by Wall St. Rank hold EXPD as of Q4 2023.

  • Mascoma Wealth Management reported no remaining Expeditors International position as of Q4 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 52 Expeditors International shares in Q4 2023, an estimated $5.96K.
  • Mascoma Wealth Management first reported a position in Expeditors International in Q4 2021 and held it in 5 quarters.
  • Mascoma Wealth Management's Expeditors International position peaked at $25K in Q4 2021.
  • 823 funds tracked by Wall St. Rank held Expeditors International as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.