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Placemark Investments’s Expeditors International EXPD Stock Holding History

Placemark Investments’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
2014
Q4 		$4.07M Buy
91,230
+4,302
+5% +$185K 0.07% 342
2014
Q3 		$3.53M Sell
86,928
-7,989
-8% -$340K 0.07% 354
2014
Q2 		$4.19M Sell
94,917
-4,007
-4% -$172K 0.08% 324
2014
Q1 		$3.92M Buy
98,924
+34,187
+53% +$1.4M 0.08% 310
2013
Q4 		$2.86M Buy
64,737
+876
+1% +$38.2K 0.05% 447
2013
Q3 		$2.81M Buy
63,861
+427
+0.7% +$17.7K 0.05% 411
2013
Q2 		$2.41M Buy
+63,434
New +$2.38M 0.05% 423

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return

Placemark Investments's EXPD Position: Q4 2014 in Review

Placemark Investments increased its Expeditors International (EXPD) stake by 4.9% in Q4 2014, buying an estimated $185K and bringing the position to 91,230 shares worth $4.07M. The position accounts for 0.07% of the portfolio, ranked #342.

Placemark Investments first reported a position in EXPD in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.19M in Q2 2014. 493 funds tracked by Wall St. Rank hold EXPD as of Q4 2014.

  • Placemark Investments held 91,230 shares of Expeditors International worth $4.07M as of Q4 2014.
  • Placemark Investments bought 4,302 Expeditors International shares in Q4 2014, an estimated $185K.
  • Expeditors International made up 0.07% of Placemark Investments's portfolio in Q4 2014, its #342 holding.
  • Placemark Investments first reported a position in Expeditors International in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Expeditors International position peaked at $4.19M in Q2 2014.
  • 493 funds tracked by Wall St. Rank held Expeditors International as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.