SWA
EXPD icon

Sutton Wealth Advisors’s Expeditors International EXPD Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$14.6K Buy
127
+59
+87% +$7.01K 0.01% 407
2023
Q2 		$8.24K Buy
68
+45
+196% +$5.12K ﹤0.01% 491
2023
Q1 		$2.53K Sell
23
-3
-12% -$326 ﹤0.01% 611
2022
Q4 		$2.7K Sell
26
-11
-30% -$1.13K ﹤0.01% 1173
2022
Q3 		$3.27K Buy
37
+3
+9% +$300 ﹤0.01% 1131
2022
Q2 		$3.31K Hold
34
– – ﹤0.01% 1114
2022
Q1 		$3.51K Sell
34
-1
-3% -$110 ﹤0.01% 1122
2021
Q4 		$4.7K Hold
35
– – ﹤0.01% 1083
2021
Q3 		$4.17K Buy
35
+2
+6% +$250 ﹤0.01% 1086
2021
Q2 		$4.18K Hold
33
– – ﹤0.01% 1075
2021
Q1 		$3.55K Buy
33
+20
+154% +$1.93K ﹤0.01% 1063
2020
Q4 		$1.24K Buy
13
+10
+333% +$911 ﹤0.01% 1163
2020
Q3 		$272 Hold
3
– – ﹤0.01% 1200
2020
Q2 		$228 Hold
3
– – ﹤0.01% 1188
2020
Q1 		$200 Buy
+3
New +$214 ﹤0.01% 1180

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sutton Wealth Advisors's EXPD Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Expeditors International (EXPD) stake by 87% in Q3 2023, buying an estimated $7.01K and bringing the position to 127 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #407.

Sutton Wealth Advisors first reported a position in EXPD in Q1 2020 and has held it in 15 quarters since. 772 funds tracked by Wall St. Rank hold EXPD as of Q3 2023.

  • Sutton Wealth Advisors held 127 shares of Expeditors International worth $14.6K as of Q3 2023.
  • Sutton Wealth Advisors bought 59 Expeditors International shares in Q3 2023, an estimated $7.01K.
  • Expeditors International made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #407 holding.
  • Sutton Wealth Advisors first reported a position in Expeditors International in Q1 2020 and has held it in 15 quarters since.
  • 772 funds tracked by Wall St. Rank held Expeditors International as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.