Morton Brown Family Wealth’s Expeditors International EXPD Stock Holding History

Morton Brown Family Wealth’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 Q2	–	Sell	-13	Closed	-$1.43K	–	221
2023 Q1	$1.43K	Buy	+13	New	+$1.41K	﹤0.01%	226
2022 Q3	–	Sell	-12	Closed	-$1K	–	252
2022 Q2	$1K	Buy	+12	New	+$1.23K	﹤0.01%	229

Other funds holding EXPD

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

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morton Brown Family Wealth's EXPD Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Expeditors International (EXPD) in Q2 2023, closing a stake of 13 shares — an estimated $1.43K sold.

Morton Brown Family Wealth first reported a position in EXPD in Q2 2022 and held it in 2 quarters. The position peaked at $1.43K in Q1 2023. 796 funds tracked by Wall St. Rank hold EXPD as of Q2 2023.

Morton Brown Family Wealth reported no remaining Expeditors International position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 13 Expeditors International shares in Q2 2023, an estimated $1.43K.
Morton Brown Family Wealth first reported a position in Expeditors International in Q2 2022 and held it in 2 quarters.
Morton Brown Family Wealth's Expeditors International position peaked at $1.43K in Q1 2023.
796 funds tracked by Wall St. Rank held Expeditors International as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.