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Perissos Private Wealth Management’s Expeditors International EXPD Stock Holding History

Perissos Private Wealth Management’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
2025
Q1 		– Sell
-2,098
Closed -$232K – 79
2024
Q4 		$232K Hold
2,098
– – 0.17% 76
2024
Q3 		$276K Hold
2,098
– – 0.22% 67
2024
Q2 		$262K Buy
2,098
+12
+0.6% +$1.43K 0.23% 68
2024
Q1 		$254K Buy
+2,086
New +$258K 0.23% 65

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Perissos Private Wealth Management's EXPD Position: Q1 2025 in Review

Perissos Private Wealth Management sold out of Expeditors International (EXPD) in Q1 2025, closing a stake of 2,098 shares — an estimated $232K sold.

Perissos Private Wealth Management first reported a position in EXPD in Q1 2024 and held it in 4 quarters. The position peaked at $276K in Q3 2024. 841 funds tracked by Wall St. Rank hold EXPD as of Q1 2025.

  • Perissos Private Wealth Management reported no remaining Expeditors International position as of Q1 2025 after selling out during the quarter.
  • Perissos Private Wealth Management sold 2,098 Expeditors International shares in Q1 2025, an estimated $232K.
  • Perissos Private Wealth Management first reported a position in Expeditors International in Q1 2024 and held it in 4 quarters.
  • Perissos Private Wealth Management's Expeditors International position peaked at $276K in Q3 2024.
  • 841 funds tracked by Wall St. Rank held Expeditors International as of Q1 2025.

Based on Perissos Private Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.