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Planning Capital Management Corporation’s Expeditors International EXPD Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-395
Closed -$49.3K – 834
2024
Q2 		$49.3K Hold
395
– – 0.03% 191
2024
Q1 		$48K Hold
395
– – 0.04% 193
2023
Q4 		$50.2K Buy
+395
New +$46.6K 0.04% 192

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State Street
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Loomis, Sayles & Company
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planning Capital Management Corporation's EXPD Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Expeditors International (EXPD) in Q3 2024, closing a stake of 395 shares — an estimated $49.3K sold.

Planning Capital Management Corporation first reported a position in EXPD in Q4 2023 and held it in 3 quarters. The position peaked at $50.2K in Q4 2023. 821 funds tracked by Wall St. Rank hold EXPD as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Expeditors International position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 395 Expeditors International shares in Q3 2024, an estimated $49.3K.
  • Planning Capital Management Corporation first reported a position in Expeditors International in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Expeditors International position peaked at $50.2K in Q4 2023.
  • 821 funds tracked by Wall St. Rank held Expeditors International as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.