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Summit Capital Management’s Expeditors International EXPD Stock Holding History

Summit Capital 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
2013
Q3 		– Sell
-61,385
Closed -$2.33M – 51
2013
Q2 		$2.33M Buy
+61,385
New +$2.3M 0.99% 29

Other funds holding EXPD

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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Summit Capital Management's EXPD Position: Q3 2013 in Review

Summit Capital Management sold out of Expeditors International (EXPD) in Q3 2013, closing a stake of 61,385 shares — an estimated $2.33M sold.

Summit Capital Management first reported a position in EXPD in Q2 2013 and held it in 1 quarter. The position peaked at $2.33M in Q2 2013. 460 funds tracked by Wall St. Rank hold EXPD as of Q3 2013.

  • Summit Capital Management reported no remaining Expeditors International position as of Q3 2013 after selling out during the quarter.
  • Summit Capital Management sold 61,385 Expeditors International shares in Q3 2013, an estimated $2.33M.
  • Summit Capital Management first reported a position in Expeditors International in Q2 2013 and held it in 1 quarter.
  • Summit Capital Management's Expeditors International position peaked at $2.33M in Q2 2013.
  • 460 funds tracked by Wall St. Rank held Expeditors International as of Q3 2013.

Based on Summit Capital Management's 13F filing for Q3 2013, filed 15 Nov 2013.