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Personal Capital Advisors’s Expeditors International EXPD Stock Holding History

Personal Capital Advisors’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
Q4 		$9.37M Buy
90,122
+720
+0.8% +$74.2K 0.05% 179
2022
Q3 		$7.89M Buy
89,402
+2,141
+2% +$214K 0.04% 175
2022
Q2 		$8.5M Buy
87,261
+1,929
+2% +$198K 0.04% 177
2022
Q1 		$8.8M Buy
85,332
+5,862
+7% +$646K 0.04% 185
2021
Q4 		$10.7M Buy
79,470
+4,921
+7% +$616K 0.05% 173
2021
Q3 		$8.88M Buy
74,549
+5,720
+8% +$716K 0.04% 180
2021
Q2 		$8.71M Buy
68,829
+8,770
+15% +$1.04M 0.05% 182
2021
Q1 		$6.47M Buy
60,059
+11,089
+23% +$1.07M 0.04% 191
2020
Q4 		$4.66M Buy
48,970
+8,179
+20% +$745K 0.03% 194
2020
Q3 		$3.69M Buy
+40,791
New +$3.47M 0.03% 200

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

Personal Capital Advisors's EXPD Position: Q4 2022 in Review

Personal Capital Advisors increased its Expeditors International (EXPD) stake by 0.81% in Q4 2022, buying an estimated $74.2K and bringing the position to 90,122 shares worth $9.37M. The position accounts for 0.05% of the portfolio, ranked #179.

Personal Capital Advisors first reported a position in EXPD in Q3 2020 and has held it in 10 quarters since. The position peaked at $10.7M in Q4 2021. 751 funds tracked by Wall St. Rank hold EXPD as of Q4 2022.

  • Personal Capital Advisors held 90,122 shares of Expeditors International worth $9.37M as of Q4 2022.
  • Personal Capital Advisors bought 720 Expeditors International shares in Q4 2022, an estimated $74.2K.
  • Expeditors International made up 0.05% of Personal Capital Advisors's portfolio in Q4 2022, its #179 holding.
  • Personal Capital Advisors first reported a position in Expeditors International in Q3 2020 and has held it in 10 quarters since.
  • Personal Capital Advisors's Expeditors International position peaked at $10.7M in Q4 2021.
  • 751 funds tracked by Wall St. Rank held Expeditors International as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.