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Next Financial Group’s Expeditors International EXPD Stock Holding History

Next Financial Group’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
2021
Q4 		$5K Buy
36
+30
+500% +$3.76K ﹤0.01% 2411
2021
Q3 		$1K Sell
6
-532
-99% -$66.6K ﹤0.01% 2608
2021
Q2 		$68K Sell
538
-647
-55% -$76.4K 0.01% 1267
2021
Q1 		$128K Sell
1,185
-22
-2% -$2.12K 0.01% 922
2020
Q4 		$115K Buy
1,207
+19
+2% +$1.73K 0.01% 903
2020
Q3 		$108K Buy
+1,188
New +$101K 0.01% 831
2020
Q2 		– Sell
-1,264
Closed -$84K – 998
2020
Q1 		$84K Buy
1,264
+951
+304% +$67.8K 0.01% 811
2019
Q4 		$24K Hold
313
– – ﹤0.01% 1457
2019
Q3 		$23K Sell
313
-1,109
-78% -$81.2K ﹤0.01% 1385
2019
Q2 		$108K Sell
1,422
-8
-0.6% -$604 0.01% 885
2019
Q1 		$109K Buy
1,430
+1,117
+357% +$80.6K 0.03% 511
2018
Q4 		$21K Hold
313
– – ﹤0.01% 1070
2018
Q3 		$23K Buy
+313
New +$23.1K 0.01% 739
2017
Q4 		– Sell
-411
Closed -$25K – 610
2017
Q3 		$25K Sell
411
-60
-13% -$3.44K 0.01% 902
2017
Q2 		$27K Sell
471
-40
-8% -$2.2K 0.01% 972
2017
Q1 		$29K Sell
511
-60
-11% -$3.29K 0.01% 911
2016
Q4 		$30K Buy
571
+60
+12% +$3.13K 0.01% 1179
2016
Q3 		$26K Buy
511
+100
+24% +$5.06K ﹤0.01% 1230
2016
Q2 		$20K Sell
411
-150
-27% -$7.28K 0.01% 969
2016
Q1 		$27K Hold
561
– – 0.01% 815
2015
Q4 		$25K Hold
561
– – 0.01% 848
2015
Q3 		$26K Hold
561
– – 0.01% 851
2015
Q2 		$25K Hold
561
– – 0.01% 913
2015
Q1 		$27K Hold
561
– – 0.01% 875
2014
Q4 		$25K Hold
561
– – 0.01% 894
2014
Q3 		$23K Hold
561
– – ﹤0.01% 1322
2014
Q2 		$23K Buy
+561
New +$24.1K 0.01% 550

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Next Financial Group's EXPD Position: Q4 2021 in Review

Next Financial Group increased its Expeditors International (EXPD) stake by 500% in Q4 2021, buying an estimated $3.76K and bringing the position to 36 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Next Financial Group first reported a position in EXPD in Q2 2014 and has held it in 27 quarters since. The position peaked at $128K in Q1 2021. 779 funds tracked by Wall St. Rank hold EXPD as of Q4 2021.

  • Next Financial Group held 36 shares of Expeditors International worth $5K as of Q4 2021.
  • Next Financial Group bought 30 Expeditors International shares in Q4 2021, an estimated $3.76K.
  • Expeditors International made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2411 holding.
  • Next Financial Group first reported a position in Expeditors International in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Expeditors International position peaked at $128K in Q1 2021.
  • 779 funds tracked by Wall St. Rank held Expeditors International as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.