SLF
EXPD icon

Sun Life Financial’s Expeditors International EXPD Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-100
Closed -$11K – 222
2021
Q1 		$11K Hold
100
– – ﹤0.01% 377
2020
Q4 		$10K Hold
100
– – ﹤0.01% 364
2020
Q3 		$9K Sell
100
-1
-1% -$85 ﹤0.01% 356
2020
Q2 		$8K Sell
101
-1
-1% -$73 ﹤0.01% 327
2020
Q1 		$7K Buy
102
+1
+1% +$71 ﹤0.01% 313
2019
Q4 		$8K Sell
101
-40
-28% -$3K ﹤0.01% 348
2019
Q3 		$10K Buy
141
+2
+1% +$147 ﹤0.01% 501
2019
Q2 		$11K Sell
139
-152
-52% -$11.5K ﹤0.01% 486
2019
Q1 		$22K Sell
291
-190
-40% -$13.7K ﹤0.01% 481
2018
Q4 		$33K Buy
481
+3
+0.6% +$211 0.01% 466
2018
Q3 		$35K Buy
478
+5
+1% +$369 0.01% 516
2018
Q2 		$35K Buy
473
+422
+827% +$29.5K 0.01% 502
2018
Q1 		$805 Sell
51
-338
-87% -$21.7K 0.01% 347
2017
Q4 		$25K Sell
389
-942
-71% -$57.7K ﹤0.01% 396
2017
Q3 		$80K Buy
1,331
+9
+0.7% +$515 0.01% 388
2017
Q2 		$75K Buy
1,322
+1,317
+26,340% +$72.5K 0.01% 395
2017
Q1 		$97 Buy
+5
New +$274 ﹤0.01% 399

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sun Life Financial's EXPD Position: Q2 2021 in Review

Sun Life Financial sold out of Expeditors International (EXPD) in Q2 2021, closing a stake of 100 shares — an estimated $11K sold.

Sun Life Financial first reported a position in EXPD in Q1 2017 and held it in 17 quarters. The position peaked at $80K in Q3 2017. 718 funds tracked by Wall St. Rank hold EXPD as of Q2 2021.

  • Sun Life Financial reported no remaining Expeditors International position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 100 Expeditors International shares in Q2 2021, an estimated $11K.
  • Sun Life Financial first reported a position in Expeditors International in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Expeditors International position peaked at $80K in Q3 2017.
  • 718 funds tracked by Wall St. Rank held Expeditors International as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.