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Omnia Family Wealth’s Expeditors International EXPD Stock Holding History

Omnia 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
2019
Q2 		– Sell
-23
Closed -$2K – 236
2019
Q1 		$2K Hold
23
– – ﹤0.01% 454
2018
Q4 		$2K Hold
23
– – ﹤0.01% 402
2018
Q3 		$2K Hold
23
– – ﹤0.01% 440
2018
Q2 		$2K Hold
23
– – ﹤0.01% 421
2018
Q1 		$1K Hold
23
– – ﹤0.01% 539
2017
Q4 		$1K Hold
23
– – ﹤0.01% 556
2017
Q3 		$1K Hold
23
– – ﹤0.01% 562
2017
Q2 		$1K Sell
23
-411
-95% -$22.6K ﹤0.01% 658
2017
Q1 		$25K Buy
434
+411
+1,787% +$22.5K 0.01% 198
2016
Q4 		$1K Buy
+23
New +$1.2K ﹤0.01% 675

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Omnia Family Wealth's EXPD Position: Q2 2019 in Review

Omnia Family Wealth sold out of Expeditors International (EXPD) in Q2 2019, closing a stake of 23 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in EXPD in Q4 2016 and held it in 10 quarters. The position peaked at $25K in Q1 2017. 578 funds tracked by Wall St. Rank hold EXPD as of Q2 2019.

  • Omnia Family Wealth reported no remaining Expeditors International position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 23 Expeditors International shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Expeditors International in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Expeditors International position peaked at $25K in Q1 2017.
  • 578 funds tracked by Wall St. Rank held Expeditors International as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.