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SkyOak Wealth’s Expeditors International EXPD Stock Holding History

SkyOak Wealth’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
2024
Q2 		– Sell
-2,529
Closed -$307K – 252
2024
Q1 		$307K Buy
2,529
+95
+4% +$11.7K 0.07% 184
2023
Q4 		$310K Sell
2,434
-22
-0.9% -$2.6K 0.08% 173
2023
Q3 		$282K Sell
2,456
-28
-1% -$3.33K 0.08% 178
2023
Q2 		$301K Buy
2,484
+146
+6% +$16.6K 0.09% 167
2023
Q1 		$257K Buy
2,338
+168
+8% +$18.2K 0.08% 183
2022
Q4 		$226K Buy
+2,170
New +$224K 0.08% 189

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

SkyOak Wealth's EXPD Position: Q2 2024 in Review

SkyOak Wealth sold out of Expeditors International (EXPD) in Q2 2024, closing a stake of 2,529 shares — an estimated $307K sold.

SkyOak Wealth first reported a position in EXPD in Q4 2022 and held it in 6 quarters. The position peaked at $310K in Q4 2023. 811 funds tracked by Wall St. Rank hold EXPD as of Q2 2024.

  • SkyOak Wealth reported no remaining Expeditors International position as of Q2 2024 after selling out during the quarter.
  • SkyOak Wealth sold 2,529 Expeditors International shares in Q2 2024, an estimated $307K.
  • SkyOak Wealth first reported a position in Expeditors International in Q4 2022 and held it in 6 quarters.
  • SkyOak Wealth's Expeditors International position peaked at $310K in Q4 2023.
  • 811 funds tracked by Wall St. Rank held Expeditors International as of Q2 2024.

Based on SkyOak Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.