RWB
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RMR Wealth Builders’s Expeditors International EXPD Stock Holding History

RMR Wealth Builders’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
Q4 		– Sell
-7,025
Closed -$636K – 527
2020
Q3 		$636K Buy
+7,025
New +$598K 0.17% 96

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RMR Wealth Builders's EXPD Position: Q4 2020 in Review

RMR Wealth Builders sold out of Expeditors International (EXPD) in Q4 2020, closing a stake of 7,025 shares — an estimated $636K sold.

RMR Wealth Builders first reported a position in EXPD in Q3 2020 and held it in 1 quarter. The position peaked at $636K in Q3 2020. 668 funds tracked by Wall St. Rank hold EXPD as of Q4 2020.

  • RMR Wealth Builders reported no remaining Expeditors International position as of Q4 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 7,025 Expeditors International shares in Q4 2020, an estimated $636K.
  • RMR Wealth Builders first reported a position in Expeditors International in Q3 2020 and held it in 1 quarter.
  • RMR Wealth Builders's Expeditors International position peaked at $636K in Q3 2020.
  • 668 funds tracked by Wall St. Rank held Expeditors International as of Q4 2020.

Based on RMR Wealth Builders's 13F filing for Q4 2020, filed 9 Feb 2021.