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Sterling Financial Planning’s Expeditors International EXPD Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-200
Closed -$24K – 204
2021
Q3 		$24K Hold
200
– – 0.02% 250
2021
Q2 		$25K Hold
200
– – 0.02% 236
2021
Q1 		$22K Hold
200
– – 0.02% 222
2020
Q4 		$19K Buy
+200
New +$18.2K 0.02% 218

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sterling Financial Planning's EXPD Position: Q4 2021 in Review

Sterling Financial Planning sold out of Expeditors International (EXPD) in Q4 2021, closing a stake of 200 shares — an estimated $24K sold.

Sterling Financial Planning first reported a position in EXPD in Q4 2020 and held it in 4 quarters. The position peaked at $25K in Q2 2021. 778 funds tracked by Wall St. Rank hold EXPD as of Q4 2021.

  • Sterling Financial Planning reported no remaining Expeditors International position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 200 Expeditors International shares in Q4 2021, an estimated $24K.
  • Sterling Financial Planning first reported a position in Expeditors International in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Expeditors International position peaked at $25K in Q2 2021.
  • 778 funds tracked by Wall St. Rank held Expeditors International as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.