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Sterling Investment Advisors (Pennsylvania)’s Expeditors International EXPD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-80
Closed -$8K – 241
2022
Q2 		$8K Hold
80
– – ﹤0.01% 415
2022
Q1 		$8K Hold
80
– – ﹤0.01% 456
2021
Q4 		$11K Hold
80
– – ﹤0.01% 426
2021
Q3 		$10K Hold
80
– – ﹤0.01% 432
2021
Q2 		$10K Hold
80
– – ﹤0.01% 422
2021
Q1 		$9K Buy
+80
New +$7.7K ﹤0.01% 411

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State Street
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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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s EXPD Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Expeditors International (EXPD) in Q3 2022, closing a stake of 80 shares — an estimated $8K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in EXPD in Q1 2021 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 709 funds tracked by Wall St. Rank hold EXPD as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Expeditors International position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 80 Expeditors International shares in Q3 2022, an estimated $8K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Expeditors International in Q1 2021 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Expeditors International position peaked at $11K in Q4 2021.
  • 709 funds tracked by Wall St. Rank held Expeditors International as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.