Okabena Investment Services’s Expeditors International EXPD Stock Holding History

Okabena Investment Services’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	-19	Closed	-$3.1K	–	177
2023 Q1	$3.1K	Buy	+19	New	+$2.06K	﹤0.01%	145
2022 Q3	–	Sell	-20,420	Closed	-$1.99M	–	174
2022 Q2	$1.99M	Buy	+20,420	New	+$2.09M	1.02%	29
2020 Q3	–	Sell	-15,748	Closed	-$1.2M	–	82
2020 Q2	$1.2M	Sell	15,748 -22,521	-59%	-$1.65M	1.05%	29
2020 Q1	$2.55M	Sell	38,269 -10,877	-22%	-$776K	2.91%	7
2019 Q4	$3.83M	Buy	+49,146	New	+$3.68M	3.56%	5

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $59.9B AUM 27.01% 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

Okabena Investment Services's EXPD Position: Q2 2023 in Review

Okabena Investment Services sold out of Expeditors International (EXPD) in Q2 2023, closing a stake of 19 shares — an estimated $3.1K sold.

Okabena Investment Services first reported a position in EXPD in Q4 2019 and held it in 5 quarters. The position peaked at $3.83M in Q4 2019. 797 funds tracked by Wall St. Rank hold EXPD as of Q2 2023.

Okabena Investment Services reported no remaining Expeditors International position as of Q2 2023 after selling out during the quarter.
Okabena Investment Services sold 19 Expeditors International shares in Q2 2023, an estimated $3.1K.
Okabena Investment Services first reported a position in Expeditors International in Q4 2019 and held it in 5 quarters.
Okabena Investment Services's Expeditors International position peaked at $3.83M in Q4 2019.
797 funds tracked by Wall St. Rank held Expeditors International as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.