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SVB Wealth’s Expeditors International EXPD Stock Holding History

SVB Wealth’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
Q3 		– Sell
-2,261
Closed -$282K – 209
2024
Q2 		$282K Sell
2,261
-650
-22% -$77.4K 0.01% 578
2024
Q1 		$354K Sell
2,911
-821
-22% -$101K 0.01% 579
2023
Q4 		$475K Buy
3,732
+462
+14% +$54.5K 0.01% 487
2023
Q3 		$375K Sell
3,270
-27
-0.8% -$3.21K 0.01% 534
2023
Q2 		$399K Buy
3,297
+138
+4% +$15.7K 0.01% 559
2023
Q1 		$348K Buy
3,159
+256
+9% +$27.8K ﹤0.01% 666
2022
Q4 		$302K Buy
2,903
+53
+2% +$5.46K ﹤0.01% 745
2022
Q3 		$252K Buy
+2,850
New +$285K ﹤0.01% 758
2022
Q1 		– Sell
-1,857
Closed -$249K – 806
2021
Q4 		$249K Sell
1,857
-233
-11% -$29.2K ﹤0.01% 632
2021
Q3 		$249K Buy
2,090
+345
+20% +$43.2K ﹤0.01% 846
2021
Q2 		$221K Sell
1,745
-162
-8% -$19.1K ﹤0.01% 865
2021
Q1 		$206K Buy
+1,907
New +$184K ﹤0.01% 826

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 $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SVB Wealth's EXPD Position: Q3 2024 in Review

SVB Wealth sold out of Expeditors International (EXPD) in Q3 2024, closing a stake of 2,261 shares — an estimated $282K sold.

SVB Wealth first reported a position in EXPD in Q1 2021 and held it in 12 quarters. The position peaked at $475K in Q4 2023. 821 funds tracked by Wall St. Rank hold EXPD as of Q3 2024.

  • SVB Wealth reported no remaining Expeditors International position as of Q3 2024 after selling out during the quarter.
  • SVB Wealth sold 2,261 Expeditors International shares in Q3 2024, an estimated $282K.
  • SVB Wealth first reported a position in Expeditors International in Q1 2021 and held it in 12 quarters.
  • SVB Wealth's Expeditors International position peaked at $475K in Q4 2023.
  • 821 funds tracked by Wall St. Rank held Expeditors International as of Q3 2024.

Based on SVB Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.