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Stiles Financial Services’s Expeditors International EXPD Stock Holding History

Stiles Financial Services’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
Q3 		– Sell
-2,559
Closed -$319K – 191
2024
Q2 		$319K Buy
2,559
+15
+0.6% +$1.79K 0.12% 134
2024
Q1 		$309K Sell
2,544
-126
-5% -$15.6K 0.12% 135
2023
Q4 		$340K Buy
+2,670
New +$315K 0.15% 124

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stiles Financial Services's EXPD Position: Q3 2024 in Review

Stiles Financial Services sold out of Expeditors International (EXPD) in Q3 2024, closing a stake of 2,559 shares — an estimated $319K sold.

Stiles Financial Services first reported a position in EXPD in Q4 2023 and held it in 3 quarters. The position peaked at $340K in Q4 2023. 820 funds tracked by Wall St. Rank hold EXPD as of Q3 2024.

  • Stiles Financial Services reported no remaining Expeditors International position as of Q3 2024 after selling out during the quarter.
  • Stiles Financial Services sold 2,559 Expeditors International shares in Q3 2024, an estimated $319K.
  • Stiles Financial Services first reported a position in Expeditors International in Q4 2023 and held it in 3 quarters.
  • Stiles Financial Services's Expeditors International position peaked at $340K in Q4 2023.
  • 820 funds tracked by Wall St. Rank held Expeditors International as of Q3 2024.

Based on Stiles Financial Services's 13F filing for Q3 2024, filed 31 Oct 2024.