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Successful Portfolios’s Expeditors International EXPD Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-1,758
Closed -$214K – 162
2024
Q1 		$214K Sell
1,758
-4
-0.2% -$494 0.15% 148
2023
Q4 		$224K Hold
1,762
– – 0.17% 135
2023
Q3 		$202K Hold
1,762
– – 0.18% 134
2023
Q2 		$213K Sell
1,762
-82
-4% -$9.32K 0.18% 135
2023
Q1 		$203K Buy
+1,844
New +$200K 0.13% 177
2022
Q1 		– Sell
-1,862
Closed -$250K – 209
2021
Q4 		$250K Hold
1,862
– – 0.14% 171
2021
Q3 		$222K Hold
1,862
– – 0.13% 178
2021
Q2 		$236K Sell
1,862
-30
-2% -$3.54K 0.14% 175
2021
Q1 		$204K Buy
+1,892
New +$182K 0.13% 183

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Successful Portfolios's EXPD Position: Q2 2024 in Review

Successful Portfolios sold out of Expeditors International (EXPD) in Q2 2024, closing a stake of 1,758 shares — an estimated $214K sold.

Successful Portfolios first reported a position in EXPD in Q1 2021 and held it in 9 quarters. The position peaked at $250K in Q4 2021. 811 funds tracked by Wall St. Rank hold EXPD as of Q2 2024.

  • Successful Portfolios reported no remaining Expeditors International position as of Q2 2024 after selling out during the quarter.
  • Successful Portfolios sold 1,758 Expeditors International shares in Q2 2024, an estimated $214K.
  • Successful Portfolios first reported a position in Expeditors International in Q1 2021 and held it in 9 quarters.
  • Successful Portfolios's Expeditors International position peaked at $250K in Q4 2021.
  • 811 funds tracked by Wall St. Rank held Expeditors International as of Q2 2024.

Based on Successful Portfolios's 13F filing for Q2 2024, filed 12 Jul 2024.