MWM
EXPD icon

Merriman Wealth Management’s Expeditors International EXPD Stock Holding History

Merriman 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
Q1 		– Sell
-2,926
Closed -$304K – 203
2022
Q4 		$304K Buy
2,926
+52
+2% +$5.36K 0.02% 169
2022
Q3 		$254K Hold
2,874
– – 0.02% 144
2022
Q2 		$280K Hold
2,874
– – 0.02% 132
2022
Q1 		$296K Sell
2,874
-1,031
-26% -$114K 0.02% 166
2021
Q4 		$524K Hold
3,905
– – 0.04% 144
2021
Q3 		$465K Buy
3,905
+224
+6% +$28K 0.04% 144
2021
Q2 		$466K Hold
3,681
– – 0.04% 163
2021
Q1 		$396K Sell
3,681
-1,113
-23% -$107K 0.05% 143
2020
Q4 		$456K Sell
4,794
-1,197
-20% -$109K 0.05% 149
2020
Q3 		$542K Sell
5,991
-153
-2% -$13K 0.08% 101
2020
Q2 		$467K Sell
6,144
-500
-8% -$36.5K 0.07% 111
2020
Q1 		$443K Buy
6,644
+3,291
+98% +$235K 0.1% 93
2019
Q4 		$262K Hold
3,353
– – 0.05% 155
2019
Q3 		$249K Buy
3,353
+459
+16% +$33.6K 0.05% 153
2019
Q2 		$220K Hold
2,894
– – 0.04% 168
2019
Q1 		$220K Buy
+2,894
New +$209K 0.04% 184
2018
Q4 		– Sell
-2,799
Closed -$206K – 181
2018
Q3 		$206K Hold
2,799
– – 0.04% 167
2018
Q2 		$205K Buy
+2,799
New +$196K 0.05% 159
2018
Q1 		– Sell
-3,108
Closed -$201K – 191
2017
Q4 		$201K Sell
3,108
-375
-11% -$23K 0.05% 158
2017
Q3 		$208K Buy
+3,483
New +$199K 0.05% 149

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Merriman Wealth Management's EXPD Position: Q1 2023 in Review

Merriman Wealth Management sold out of Expeditors International (EXPD) in Q1 2023, closing a stake of 2,926 shares — an estimated $304K sold.

Merriman Wealth Management first reported a position in EXPD in Q3 2017 and held it in 20 quarters. The position peaked at $542K in Q3 2020. 766 funds tracked by Wall St. Rank hold EXPD as of Q1 2023.

  • Merriman Wealth Management reported no remaining Expeditors International position as of Q1 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 2,926 Expeditors International shares in Q1 2023, an estimated $304K.
  • Merriman Wealth Management first reported a position in Expeditors International in Q3 2017 and held it in 20 quarters.
  • Merriman Wealth Management's Expeditors International position peaked at $542K in Q3 2020.
  • 766 funds tracked by Wall St. Rank held Expeditors International as of Q1 2023.

Based on Merriman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.