Rowland Carmichael Advisors’s Expeditors International EXPD Stock Holding History

Rowland Carmichael 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 Q4	$416K	Hold	4,375	–	–	0.13%	169
2020 Q3	$396K	Hold	4,375	–	–	0.16%	158
2020 Q2	$333K	Hold	4,375	–	–	0.14%	177
2020 Q1	$292K	Buy	4,375 +1,171	+37%	+$83.5K	0.15%	174
2019 Q4	$250K	Hold	3,204	–	–	0.09%	259
2019 Q3	$238K	Buy	3,204 +24	+0.8%	+$1.76K	0.08%	252
2019 Q2	$241K	Hold	3,180	–	–	0.08%	236
2019 Q1	$241K	Sell	3,180 -100	-3%	-$7.22K	0.09%	223
2018 Q4	$223K	Hold	3,280	–	–	0.1%	208
2018 Q3	$241K	Hold	3,280	–	–	0.09%	238
2018 Q2	$240K	Hold	3,280	–	–	0.1%	238
2018 Q1	$208K	Hold	3,280	–	–	0.11%	231
2017 Q4	$212K	Buy	+3,280	New	+$201K	0.11%	240

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rowland Carmichael Advisors's EXPD Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Expeditors International (EXPD) position steady in Q4 2020 at 4,375 shares worth $416K. The position accounts for 0.13% of the portfolio, ranked #169.

Rowland Carmichael Advisors first reported a position in EXPD in Q4 2017 and has held it in 13 quarters since. 666 funds tracked by Wall St. Rank hold EXPD as of Q4 2020.

Rowland Carmichael Advisors held 4,375 shares of Expeditors International worth $416K as of Q4 2020.
Rowland Carmichael Advisors left its Expeditors International share count unchanged in Q4 2020.
Expeditors International made up 0.13% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #169 holding.
Rowland Carmichael Advisors first reported a position in Expeditors International in Q4 2017 and has held it in 13 quarters since.
666 funds tracked by Wall St. Rank held Expeditors International as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.