Morse Asset Management’s Expeditors International EXPD Stock Holding History

Morse Asset 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
2020 Q4	–	Sell	-8,783	Closed	-$795K	–	146
2020 Q3	$795K	Buy	8,783 +100	+1%	+$8.52K	0.25%	70
2020 Q2	$660K	Buy	8,683 +100	+1%	+$7.3K	0.24%	84
2020 Q1	$573K	Sell	8,583 -18,172	-68%	-$1.3M	0.27%	75
2019 Q4	$2.09M	Sell	26,755 -1,100	-4%	-$82.4K	0.72%	47
2019 Q3	$2.07M	Sell	27,855 -6,683	-19%	-$490K	0.77%	37
2019 Q2	$2.62M	Sell	34,538 -812	-2%	-$61.3K	0.77%	35
2019 Q1	$2.68M	Hold	35,350	–	–	0.8%	36
2018 Q4	$2.41M	Sell	35,350 -200	-0.6%	-$14K	0.85%	37
2018 Q3	$2.61M	Hold	35,550	–	–	0.69%	48
2018 Q2	$2.6M	Hold	35,550	–	–	0.71%	42
2018 Q1	$2.25M	Hold	35,550	–	–	0.62%	51
2017 Q4	$2.3M	Sell	35,550 -1,150	-3%	-$70.5K	0.64%	52
2017 Q3	$2.2M	Sell	36,700 -5,400	-13%	-$309K	0.65%	55
2017 Q2	$2.38M	Sell	42,100 -12,200	-22%	-$671K	0.77%	47
2017 Q1	$3.07M	Buy	+54,300	New	+$2.98M	1.05%	32

Other funds holding EXPD

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

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

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

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

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

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

FMI

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morse Asset Management's EXPD Position: Q4 2020 in Review

Morse Asset Management sold out of Expeditors International (EXPD) in Q4 2020, closing a stake of 8,783 shares — an estimated $795K sold.

Morse Asset Management first reported a position in EXPD in Q1 2017 and held it in 15 quarters. The position peaked at $3.07M in Q1 2017. 666 funds tracked by Wall St. Rank hold EXPD as of Q4 2020.

Morse Asset Management reported no remaining Expeditors International position as of Q4 2020 after selling out during the quarter.
Morse Asset Management sold 8,783 Expeditors International shares in Q4 2020, an estimated $795K.
Morse Asset Management first reported a position in Expeditors International in Q1 2017 and held it in 15 quarters.
Morse Asset Management's Expeditors International position peaked at $3.07M in Q1 2017.
666 funds tracked by Wall St. Rank held Expeditors International as of Q4 2020.

Based on Morse Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.