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Newfound Research’s Expeditors International EXPD Stock Holding History

Newfound Research’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
2022
Q3 		– Sell
-519
Closed -$51K – 134
2022
Q2 		$51K Sell
519
-539
-51% -$55.2K 0.11% 120
2022
Q1 		$109K Buy
1,058
+289
+38% +$31.9K 0.14% 94
2021
Q4 		$103K Buy
+769
New +$96.3K 0.12% 89
2021
Q3 		– Sell
-546
Closed -$69K – 125
2021
Q2 		$69K Sell
546
-269
-33% -$31.7K 0.14% 92
2021
Q1 		$88K Sell
815
-532
-39% -$51.2K 0.2% 19
2020
Q4 		$128K Buy
1,347
+1,022
+314% +$93.1K 0.33% 33
2020
Q3 		$29K Buy
+325
New +$27.7K 0.08% 87

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Newfound Research's EXPD Position: Q3 2022 in Review

Newfound Research sold out of Expeditors International (EXPD) in Q3 2022, closing a stake of 519 shares — an estimated $51K sold.

Newfound Research first reported a position in EXPD in Q3 2020 and held it in 7 quarters. The position peaked at $128K in Q4 2020. 708 funds tracked by Wall St. Rank hold EXPD as of Q3 2022.

  • Newfound Research reported no remaining Expeditors International position as of Q3 2022 after selling out during the quarter.
  • Newfound Research sold 519 Expeditors International shares in Q3 2022, an estimated $51K.
  • Newfound Research first reported a position in Expeditors International in Q3 2020 and held it in 7 quarters.
  • Newfound Research's Expeditors International position peaked at $128K in Q4 2020.
  • 708 funds tracked by Wall St. Rank held Expeditors International as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.