Mutual Advisors’s Expeditors International EXPD Stock Holding History

Mutual Advisors’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 Q4	–	Sell	-1,953	Closed	-$224K	–	1034
2023 Q3	$224K	Buy	+1,953	New	+$232K	0.01%	880
2021 Q1	–	Sell	-3,790	Closed	-$360K	–	791
2020 Q4	$360K	Sell	3,790 -1,111	-23%	-$101K	0.03%	551
2020 Q3	$444K	Sell	4,901 -2,021	-29%	-$172K	0.04%	450
2020 Q2	$526K	Buy	+6,922	New	+$506K	0.05%	369

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Mutual Advisors's EXPD Position: Q4 2023 in Review

Mutual Advisors sold out of Expeditors International (EXPD) in Q4 2023, closing a stake of 1,953 shares — an estimated $224K sold.

Mutual Advisors first reported a position in EXPD in Q2 2020 and held it in 4 quarters. The position peaked at $526K in Q2 2020. 821 funds tracked by Wall St. Rank hold EXPD as of Q4 2023.

Mutual Advisors reported no remaining Expeditors International position as of Q4 2023 after selling out during the quarter.
Mutual Advisors sold 1,953 Expeditors International shares in Q4 2023, an estimated $224K.
Mutual Advisors first reported a position in Expeditors International in Q2 2020 and held it in 4 quarters.
Mutual Advisors's Expeditors International position peaked at $526K in Q2 2020.
821 funds tracked by Wall St. Rank held Expeditors International as of Q4 2023.

Based on Mutual Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.