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Meritage Portfolio Management’s Expeditors International EXPD Stock Holding History

Meritage Portfolio 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
2024
Q4 		– Sell
-56,012
Closed -$7.36M – 329
2024
Q3 		$7.36M Sell
56,012
-408
-0.7% -$50K 0.45% 61
2024
Q2 		$7.04M Sell
56,420
-658
-1% -$78.4K 0.44% 62
2024
Q1 		$6.94M Buy
+57,078
New +$7.06M 0.44% 64
2022
Q1 		– Sell
-55,751
Closed -$7.49M – 352
2021
Q4 		$7.49M Buy
55,751
+369
+0.7% +$46.2K 0.42% 61
2021
Q3 		$6.6M Buy
55,382
+589
+1% +$73.7K 0.4% 67
2021
Q2 		$6.94M Buy
54,793
+1,591
+3% +$188K 0.42% 62
2021
Q1 		$5.73M Buy
53,202
+9,197
+21% +$885K 0.38% 73
2020
Q4 		$4.18M Buy
44,005
+2,622
+6% +$239K 0.31% 71
2020
Q3 		$3.75M Buy
41,383
+426
+1% +$36.3K 0.33% 66
2020
Q2 		$3.11M Buy
+40,957
New +$2.99M 0.3% 94

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Meritage Portfolio Management's EXPD Position: Q4 2024 in Review

Meritage Portfolio Management sold out of Expeditors International (EXPD) in Q4 2024, closing a stake of 56,012 shares — an estimated $7.36M sold.

Meritage Portfolio Management first reported a position in EXPD in Q2 2020 and held it in 10 quarters. The position peaked at $7.49M in Q4 2021. 827 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

  • Meritage Portfolio Management reported no remaining Expeditors International position as of Q4 2024 after selling out during the quarter.
  • Meritage Portfolio Management sold 56,012 Expeditors International shares in Q4 2024, an estimated $7.36M.
  • Meritage Portfolio Management first reported a position in Expeditors International in Q2 2020 and held it in 10 quarters.
  • Meritage Portfolio Management's Expeditors International position peaked at $7.49M in Q4 2021.
  • 827 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on Meritage Portfolio Management's 13F filing for Q4 2024, filed 27 Jan 2025.