Sheets Smith Wealth Management’s Expeditors International EXPD Stock Holding History

Sheets Smith Wealth Management’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	-37,400	Closed	-$2.92M	–	289
2019 Q4	$2.92M	Hold	37,400	–	–	0.56%	51
2019 Q3	$2.78M	Hold	37,400	–	–	0.57%	46
2019 Q2	$2.84M	Sell	37,400 -3,600	-9%	-$272K	0.58%	46
2019 Q1	$3.11M	Hold	41,000	–	–	0.67%	38
2018 Q4	$2.79M	Buy	41,000 +1,000	+3%	+$70.2K	0.75%	33
2018 Q3	$2.94M	Hold	40,000	–	–	0.61%	40
2018 Q2	$2.92M	Buy	40,000 +800	+2%	+$55.9K	0.68%	40
2018 Q1	$2.48M	Hold	39,200	–	–	0.6%	43
2017 Q4	$2.54M	Hold	39,200	–	–	0.6%	43
2017 Q3	$2.35M	Hold	39,200	–	–	0.59%	44
2017 Q2	$2.21M	Hold	39,200	–	–	0.59%	44
2017 Q1	$2.21M	Buy	39,200 +11,000	+39%	+$603K	0.59%	46
2016 Q4	$1.49M	Hold	28,200	–	–	0.42%	70
2016 Q3	$1.45M	Hold	28,200	–	–	0.41%	69
2016 Q2	$1.38M	Buy	28,200 +400	+1%	+$19.4K	0.4%	75
2016 Q1	$1.36M	Buy	27,800 +800	+3%	+$36.7K	0.42%	67
2015 Q4	$1.22M	Buy	+27,000	New	+$1.31M	0.37%	78

Other funds holding EXPD

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sheets Smith Wealth Management's EXPD Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Expeditors International (EXPD) in Q1 2020, closing a stake of 37,400 shares — an estimated $2.92M sold.

Sheets Smith Wealth Management first reported a position in EXPD in Q4 2015 and held it in 17 quarters. The position peaked at $3.11M in Q1 2019. 575 funds tracked by Wall St. Rank hold EXPD as of Q1 2020.

Sheets Smith Wealth Management reported no remaining Expeditors International position as of Q1 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 37,400 Expeditors International shares in Q1 2020, an estimated $2.92M.
Sheets Smith Wealth Management first reported a position in Expeditors International in Q4 2015 and held it in 17 quarters.
Sheets Smith Wealth Management's Expeditors International position peaked at $3.11M in Q1 2019.
575 funds tracked by Wall St. Rank held Expeditors International as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.