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SpiderRock Advisors’s Expeditors International EXPD Stock Holding History

SpiderRock Advisors’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
Q3 		$329K Sell
2,500
-800
-24% -$98K 0.01% 716
2024
Q2 		$412K Sell
3,300
-200
-6% -$23.8K 0.01% 609
2024
Q1 		$410K Buy
+3,500
New +$433K 0.01% 576
2023
Q4 		– Hold
0
– -$245 – 184
2023
Q3 		– Hold
0
– – – 136
2023
Q2 		– Hold
0
– – – 122
2023
Q1 		– Hold
0
– – – 116
2022
Q4 		– Hold
0
– – – 118
2022
Q3 		– Hold
0
– – – 118
2022
Q2 		– Hold
0
– – – 116
2022
Q1 		– Hold
0
– – – 111

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SpiderRock Advisors's EXPD Position: Q3 2024 in Review

SpiderRock Advisors increased its Expeditors International (EXPD) stake by 37% in Q3 2024, buying an estimated $2.83M and bringing the position to 86,046 shares worth $11.3M. The position accounts for 0.18% of the portfolio, ranked #86.

SpiderRock Advisors first reported a position in EXPD in Q1 2024 and has held it in 3 quarters since. 820 funds tracked by Wall St. Rank hold EXPD as of Q3 2024.

  • SpiderRock Advisors held 86,046 shares of Expeditors International worth $11.3M as of Q3 2024.
  • SpiderRock Advisors bought 23,109 Expeditors International shares in Q3 2024, an estimated $2.83M.
  • Expeditors International made up 0.18% of SpiderRock Advisors's portfolio in Q3 2024, its #86 holding.
  • SpiderRock Advisors first reported a position in Expeditors International in Q1 2024 and has held it in 3 quarters since.
  • 820 funds tracked by Wall St. Rank held Expeditors International as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.