Sugarloaf Wealth Management’s Expeditors International EXPD Stock Holding History

Sugarloaf Wealth Management’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 Q1	–	Sell	-143	Closed	-$18.2K	–	694
2023 Q4	$18.2K	Hold	143	–	–	﹤0.01%	409
2023 Q3	$16.4K	Hold	143	–	–	﹤0.01%	404
2023 Q2	$17.3K	Hold	143	–	–	﹤0.01%	407
2023 Q1	$15.7K	Hold	143	–	–	﹤0.01%	423
2022 Q4	$14.9K	Hold	143	–	–	﹤0.01%	448
2022 Q3	$13K	Hold	143	–	–	﹤0.01%	478
2022 Q2	$14K	Hold	143	–	–	﹤0.01%	468
2022 Q1	$15K	Hold	143	–	–	﹤0.01%	448
2021 Q4	$19K	Hold	143	–	–	﹤0.01%	433
2021 Q3	$17K	Hold	143	–	–	﹤0.01%	453
2021 Q2	$18K	Hold	143	–	–	﹤0.01%	431
2021 Q1	$15K	Hold	143	–	–	﹤0.01%	455
2020 Q4	$14K	Hold	143	–	–	﹤0.01%	444
2020 Q3	$13K	Hold	143	–	–	﹤0.01%	423
2020 Q2	$11K	Hold	143	–	–	﹤0.01%	433
2020 Q1	$10K	Hold	143	–	–	﹤0.01%	432
2019 Q4	$11K	Buy	+143	New	+$10.7K	﹤0.01%	457

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sugarloaf Wealth Management's EXPD Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Expeditors International (EXPD) in Q1 2024, closing a stake of 143 shares — an estimated $18.2K sold.

Sugarloaf Wealth Management first reported a position in EXPD in Q4 2019 and held it in 17 quarters. The position peaked at $19K in Q4 2021. 808 funds tracked by Wall St. Rank hold EXPD as of Q1 2024.

Sugarloaf Wealth Management reported no remaining Expeditors International position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 143 Expeditors International shares in Q1 2024, an estimated $18.2K.
Sugarloaf Wealth Management first reported a position in Expeditors International in Q4 2019 and held it in 17 quarters.
Sugarloaf Wealth Management's Expeditors International position peaked at $19K in Q4 2021.
808 funds tracked by Wall St. Rank held Expeditors International as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.