McKinley Carter Wealth Services’s Expeditors International EXPD Stock Holding History

McKinley Carter Wealth Services’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
2020 Q1	–	Sell	-3,960	Closed	-$309K	–	146
2019 Q4	$309K	Sell	3,960 -651	-14%	-$48.8K	0.07%	134
2019 Q3	$343K	Sell	4,611 -1,762	-28%	-$129K	0.09%	129
2019 Q2	$483K	Sell	6,373 -4,627	-42%	-$349K	0.13%	106
2019 Q1	$835K	Sell	11,000 -29,796	-73%	-$2.15M	0.23%	81
2018 Q4	$2.78M	Buy	40,796 +860	+2%	+$60.4K	0.92%	30
2018 Q3	$2.94M	Buy	39,936 +379	+1%	+$28K	0.87%	29
2018 Q2	$2.89M	Sell	39,557 -608	-2%	-$42.5K	0.93%	25
2018 Q1	$2.54M	Sell	40,165 -123	-0.3%	-$7.91K	0.83%	28
2017 Q4	$2.61M	Sell	40,288 -952	-2%	-$58.3K	0.9%	27
2017 Q3	$2.47M	Buy	41,240 +1,057	+3%	+$60.5K	0.95%	28
2017 Q2	$2.27M	Buy	40,183 +372	+0.9%	+$20.5K	1%	32
2017 Q1	$2.25M	Buy	39,811 +207	+0.5%	+$11.4K	1.04%	32
2016 Q4	$2.1M	Buy	39,604 +24	+0.1%	+$1.25K	1.06%	33
2016 Q3	$2.04M	Buy	39,580 +1,346	+4%	+$68.1K	1.05%	35
2016 Q2	$1.88M	Buy	38,234 +5,093	+15%	+$247K	0.98%	35
2016 Q1	$1.62M	Buy	33,141 +3,052	+10%	+$140K	0.9%	38
2015 Q4	$1.36M	Buy	+30,089	New	+$1.46M	0.78%	45

Other funds holding EXPD

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

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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

McKinley Carter Wealth Services's EXPD Position: Q1 2020 in Review

McKinley Carter Wealth Services sold out of Expeditors International (EXPD) in Q1 2020, closing a stake of 3,960 shares — an estimated $309K sold.

McKinley Carter Wealth Services first reported a position in EXPD in Q4 2015 and held it in 17 quarters. The position peaked at $2.94M in Q3 2018. 576 funds tracked by Wall St. Rank hold EXPD as of Q1 2020.

McKinley Carter Wealth Services reported no remaining Expeditors International position as of Q1 2020 after selling out during the quarter.
McKinley Carter Wealth Services sold 3,960 Expeditors International shares in Q1 2020, an estimated $309K.
McKinley Carter Wealth Services first reported a position in Expeditors International in Q4 2015 and held it in 17 quarters.
McKinley Carter Wealth Services's Expeditors International position peaked at $2.94M in Q3 2018.
576 funds tracked by Wall St. Rank held Expeditors International as of Q1 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2020, filed 1 May 2020.