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Simplicity Solutions’s Expeditors International EXPD Stock Holding History

Simplicity Solutions’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
2023
Q4 		$274K Sell
2,156
-239
-10% -$28.2K 0.01% 863
2023
Q3 		$275K Sell
2,395
-97
-4% -$11.5K 0.01% 800
2023
Q2 		$302K Sell
2,492
-1,748
-41% -$199K 0.01% 827
2023
Q1 		$467K Buy
+4,240
New +$460K 0.01% 717
2021
Q1 		– Sell
-8,690
Closed -$826K – 622
2020
Q4 		$826K Buy
8,690
+554
+7% +$50.5K 0.01% 591
2020
Q3 		$736K Sell
8,136
-434
-5% -$37K 0.01% 560
2020
Q2 		$652K Buy
8,570
+5,032
+142% +$368K 0.01% 581
2020
Q1 		$236K Sell
3,538
-51
-1% -$3.64K 0.01% 652
2019
Q4 		$280K Buy
3,589
+21
+0.6% +$1.57K 0.01% 689
2019
Q3 		$265K Sell
3,568
-55
-2% -$4.03K 0.01% 587
2019
Q2 		$275K Buy
+3,623
New +$273K 0.01% 522
2018
Q4 		– Sell
-3,648
Closed -$268K – 662
2018
Q3 		$268K Sell
3,648
-291
-7% -$21.5K 0.02% 422
2018
Q2 		$288K Buy
3,939
+245
+7% +$17.1K 0.02% 371
2018
Q1 		$234K Buy
+3,694
New +$237K 0.02% 321
2016
Q1 		– Sell
-26,646
Closed -$1.2M – 291
2015
Q4 		$1.2M Buy
+26,646
New +$1.29M 0.14% 197

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Solutions's EXPD Position: Q4 2023 in Review

Simplicity Solutions reduced its Expeditors International (EXPD) stake by 10% in Q4 2023, selling an estimated $28.2K and leaving 2,156 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #863.

Simplicity Solutions first reported a position in EXPD in Q4 2015 and has held it in 15 quarters since. The position peaked at $1.2M in Q4 2015. 821 funds tracked by Wall St. Rank hold EXPD as of Q4 2023.

  • Simplicity Solutions held 2,156 shares of Expeditors International worth $274K as of Q4 2023.
  • Simplicity Solutions sold 239 Expeditors International shares in Q4 2023, an estimated $28.2K.
  • Expeditors International made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #863 holding.
  • Simplicity Solutions first reported a position in Expeditors International in Q4 2015 and has held it in 15 quarters since.
  • Simplicity Solutions's Expeditors International position peaked at $1.2M in Q4 2015.
  • 821 funds tracked by Wall St. Rank held Expeditors International as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.