Morningstar Investment Services’s Expeditors International EXPD Stock Holding History

Morningstar Investment 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
2015 Q3	–	Sell	-4,498	Closed	-$207K	–	220
2015 Q2	$207K	Sell	4,498 -170	-4%	-$8.01K	0.01%	202
2015 Q1	$225K	Sell	4,668 -6,341	-58%	-$292K	0.01%	200
2014 Q4	$491K	Sell	11,009 -52,496	-83%	-$2.26M	0.02%	181
2014 Q3	$2.58M	Buy	63,505 +54,499	+605%	+$2.32M	0.13%	117
2014 Q2	$398K	Sell	9,006 -103,877	-92%	-$4.47M	0.02%	174
2014 Q1	$4.47M	Buy	112,883 +51,424	+84%	+$2.11M	0.31%	76
2013 Q4	$2.72M	Buy	61,459 +2,989	+5%	+$130K	0.2%	100
2013 Q3	$2.58M	Sell	58,470 -24,660	-30%	-$1.02M	0.22%	92
2013 Q2	$3.16M	Buy	+83,130	New	+$3.11M	0.33%	73

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

FMI

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

AWM

Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Morningstar Investment Services's EXPD Position: Q3 2015 in Review

Morningstar Investment Services sold out of Expeditors International (EXPD) in Q3 2015, closing a stake of 4,498 shares — an estimated $207K sold.

Morningstar Investment Services first reported a position in EXPD in Q2 2013 and held it in 9 quarters. The position peaked at $4.47M in Q1 2014. 519 funds tracked by Wall St. Rank hold EXPD as of Q3 2015.

Morningstar Investment Services reported no remaining Expeditors International position as of Q3 2015 after selling out during the quarter.
Morningstar Investment Services sold 4,498 Expeditors International shares in Q3 2015, an estimated $207K.
Morningstar Investment Services first reported a position in Expeditors International in Q2 2013 and held it in 9 quarters.
Morningstar Investment Services's Expeditors International position peaked at $4.47M in Q1 2014.
519 funds tracked by Wall St. Rank held Expeditors International as of Q3 2015.

Based on Morningstar Investment Services's 13F filing for Q3 2015, filed 20 Oct 2015.