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Realta Investment Advisors’s Expeditors International EXPD Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-839
Closed -$63K – 653
2019
Q4 		$63K Sell
839
-1,162
-58% -$87.1K 0.02% 613
2019
Q3 		$148K Buy
2,001
+607
+44% +$44.5K 0.04% 402
2019
Q2 		$105K Buy
1,394
+209
+18% +$15.8K 0.03% 487
2019
Q1 		$89K Buy
+1,185
New +$85.6K 0.04% 414

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Realta Investment Advisors's EXPD Position: Q1 2020 in Review

Realta Investment Advisors sold out of Expeditors International (EXPD) in Q1 2020, closing a stake of 839 shares — an estimated $63K sold.

Realta Investment Advisors first reported a position in EXPD in Q1 2019 and held it in 4 quarters. The position peaked at $148K in Q3 2019. 576 funds tracked by Wall St. Rank hold EXPD as of Q1 2020.

  • Realta Investment Advisors reported no remaining Expeditors International position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 839 Expeditors International shares in Q1 2020, an estimated $63K.
  • Realta Investment Advisors first reported a position in Expeditors International in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Expeditors International position peaked at $148K in Q3 2019.
  • 576 funds tracked by Wall St. Rank held Expeditors International as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.