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	0.04%	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SteelPeak Wealth's EXPD Position: Q1 2024 in Review

SteelPeak Wealth sold out of Expeditors International (EXPD) in Q1 2024, closing a stake of 4,018 shares — an estimated $511K sold.

SteelPeak Wealth first reported a position in EXPD in Q3 2021 and held it in 10 quarters. The position peaked at $2.31M in Q2 2023. 808 funds tracked by Wall St. Rank hold EXPD as of Q1 2024.

SteelPeak Wealth reported no remaining Expeditors International position as of Q1 2024 after selling out during the quarter.
SteelPeak Wealth sold 4,018 Expeditors International shares in Q1 2024, an estimated $511K.
SteelPeak Wealth first reported a position in Expeditors International in Q3 2021 and held it in 10 quarters.
SteelPeak Wealth's Expeditors International position peaked at $2.31M in Q2 2023.
808 funds tracked by Wall St. Rank held Expeditors International as of Q1 2024.

Based on SteelPeak Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.