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Planned Solutions’s Expeditors International EXPD Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-290
Closed -$38.1K – 275
2024
Q3 		$38.1K Buy
+290
New +$35.5K 0.02% 333
2024
Q1 		– Sell
-290
Closed -$36.9K – 233
2023
Q4 		$36.9K Buy
+290
New +$34.2K 0.02% 315

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 $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Planned Solutions's EXPD Position: Q4 2024 in Review

Planned Solutions sold out of Expeditors International (EXPD) in Q4 2024, closing a stake of 290 shares — an estimated $38.1K sold.

Planned Solutions first reported a position in EXPD in Q4 2023 and held it in 2 quarters. The position peaked at $38.1K in Q3 2024. 827 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

  • Planned Solutions reported no remaining Expeditors International position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 290 Expeditors International shares in Q4 2024, an estimated $38.1K.
  • Planned Solutions first reported a position in Expeditors International in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Expeditors International position peaked at $38.1K in Q3 2024.
  • 827 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.