SW
EXPD icon

SteelPeak Wealth’s Expeditors International EXPD Stock Holding History

SteelPeak 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
Q1 		– Sell
-4,018
Closed -$511K – 499
2023
Q4 		$511K Sell
4,018
-482
-11% -$56.8K 0.03% 276
2023
Q3 		$516K Sell
4,500
-14,580
-76% -$1.73M 0.03% 254
2023
Q2 		$2.31M Buy
19,080
+14,233
+294% +$1.62M 0.14% 109
2023
Q1 		$534K Sell
4,847
-196
-4% -$21.3K 0.04% 235
2022
Q4 		$524K Sell
5,043
-3,025
-37% -$312K 0.04% 238
2022
Q3 		$712K Sell
8,068
-830
-9% -$83.1K 0.05% 195
2022
Q2 		$867K Buy
8,898
+1,700
+24% +$174K 0.06% 182
2022
Q1 		$743K Sell
7,198
-3,003
-29% -$331K 0.05% 223
2021
Q4 		$1.37M Buy
10,201
+6,814
+201% +$853K 0.08% 145
2021
Q3 		$403K Buy
+3,387
New +$424K 0.03% 278

Other funds holding EXPD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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