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SSWM
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
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$6.9T AUM
27.45%
1-Year Est. Return
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$74.3B AUM
24.01%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
FMI
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Milwaukee, Wisconsin
$8.06B AUM
6.78%
1-Year Est. Return
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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