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Spartan Planning & Wealth Management’s Expeditors International EXPD Stock Holding History

Spartan Planning & 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
2023
Q4 		$148K Sell
1,165
-1,124
-49% -$133K 0.16% 72
2023
Q3 		$262K Buy
+2,289
New +$272K 0.31% 48
2022
Q4 		$478K Buy
+4,600
New +$474K 0.6% 26

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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spartan Planning & Wealth Management's EXPD Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Expeditors International (EXPD) stake by 49% in Q4 2023, selling an estimated $133K and leaving 1,165 shares worth $148K. The position accounts for 0.16% of the portfolio, ranked #72.

Spartan Planning & Wealth Management first reported a position in EXPD in Q4 2022 and has held it in 3 quarters since. The position peaked at $478K in Q4 2022. 822 funds tracked by Wall St. Rank hold EXPD as of Q4 2023.

  • Spartan Planning & Wealth Management held 1,165 shares of Expeditors International worth $148K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 1,124 Expeditors International shares in Q4 2023, an estimated $133K.
  • Expeditors International made up 0.16% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #72 holding.
  • Spartan Planning & Wealth Management first reported a position in Expeditors International in Q4 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's Expeditors International position peaked at $478K in Q4 2022.
  • 822 funds tracked by Wall St. Rank held Expeditors International as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.