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Steward Financial Group’s Expeditors International EXPD Stock Holding History

Steward Financial Group’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
2023
Q3 		$20K Buy
180
+84
+88% +$9.99K 0.01% 246
2023
Q2 		$11K Buy
+96
New +$10.9K ﹤0.01% 349
2022
Q3 		– Sell
-65
Closed -$6K – 497
2022
Q2 		$6K Buy
+65
New +$6.66K 0.01% 301

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Financial Group's EXPD Position: Q3 2023 in Review

Steward Financial Group increased its Expeditors International (EXPD) stake by 88% in Q3 2023, buying an estimated $9.99K and bringing the position to 180 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #246.

Steward Financial Group first reported a position in EXPD in Q2 2022 and has held it in 3 quarters since. 771 funds tracked by Wall St. Rank hold EXPD as of Q3 2023.

  • Steward Financial Group held 180 shares of Expeditors International worth $20K as of Q3 2023.
  • Steward Financial Group bought 84 Expeditors International shares in Q3 2023, an estimated $9.99K.
  • Expeditors International made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #246 holding.
  • Steward Financial Group first reported a position in Expeditors International in Q2 2022 and has held it in 3 quarters since.
  • 771 funds tracked by Wall St. Rank held Expeditors International as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.