Monument Capital Management’s Expeditors International EXPD Stock Holding History

Monument Capital 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 Q3	–	Sell	-17,962	Closed	-$2.18M	–	172
2023 Q2	$2.18M	Sell	17,962 -383	-2%	-$43.6K	0.69%	45
2023 Q1	$2.02M	Sell	18,345 -204	-1%	-$22.1K	0.68%	47
2022 Q4	$1.93M	Buy	18,549 +117	+0.6%	+$12.1K	0.66%	50
2022 Q3	$1.63M	Buy	18,432 +74	+0.4%	+$7.41K	0.61%	52
2022 Q2	$1.79M	Sell	18,358 -1,726	-9%	-$177K	0.67%	46
2022 Q1	$2.07M	Buy	20,084 +90	+0.5%	+$9.92K	0.67%	46
2021 Q4	$2.69M	Sell	19,994 -1,220	-6%	-$153K	0.83%	38
2021 Q3	$2.53M	Sell	21,214 -953	-4%	-$119K	0.86%	31
2021 Q2	$2.81M	Sell	22,167 -1,189	-5%	-$140K	0.97%	28
2021 Q1	$2.52M	Buy	+23,356	New	+$2.25M	1.01%	35
2018 Q4	–	Sell	-54	Closed	-$4K	–	172
2018 Q3	$4K	Buy	+54	New	+$3.99K	﹤0.01%	202

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Monument Capital Management's EXPD Position: Q3 2023 in Review

Monument Capital Management sold out of Expeditors International (EXPD) in Q3 2023, closing a stake of 17,962 shares — an estimated $2.18M sold.

Monument Capital Management first reported a position in EXPD in Q3 2018 and held it in 11 quarters. The position peaked at $2.81M in Q2 2021. 771 funds tracked by Wall St. Rank hold EXPD as of Q3 2023.

Monument Capital Management reported no remaining Expeditors International position as of Q3 2023 after selling out during the quarter.
Monument Capital Management sold 17,962 Expeditors International shares in Q3 2023, an estimated $2.18M.
Monument Capital Management first reported a position in Expeditors International in Q3 2018 and held it in 11 quarters.
Monument Capital Management's Expeditors International position peaked at $2.81M in Q2 2021.
771 funds tracked by Wall St. Rank held Expeditors International as of Q3 2023.

Based on Monument Capital Management's 13F filing for Q3 2023, filed 25 Oct 2023.