Swaine & Leidel Wealth Services’s Expeditors International EXPD Stock Holding History

Swaine & Leidel Wealth Services’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
2019 Q4	–	Sell	-8,035	Closed	-$1.13M	–	69
2019 Q3	$1.13M	Buy	8,035 +161	+2%	+$11.8K	1.02%	36
2019 Q2	$1.08M	Sell	7,874 -131	-2%	-$9.89K	1.16%	32
2019 Q1	$982K	Buy	+8,005	New	+$578K	1.24%	33

Other funds holding EXPD

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Swaine & Leidel Wealth Services's EXPD Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of Expeditors International (EXPD) in Q4 2019, closing a stake of 8,035 shares — an estimated $1.13M sold.

Swaine & Leidel Wealth Services first reported a position in EXPD in Q1 2019 and held it in 3 quarters. The position peaked at $1.13M in Q3 2019. 600 funds tracked by Wall St. Rank hold EXPD as of Q4 2019.

Swaine & Leidel Wealth Services reported no remaining Expeditors International position as of Q4 2019 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 8,035 Expeditors International shares in Q4 2019, an estimated $1.13M.
Swaine & Leidel Wealth Services first reported a position in Expeditors International in Q1 2019 and held it in 3 quarters.
Swaine & Leidel Wealth Services's Expeditors International position peaked at $1.13M in Q3 2019.
600 funds tracked by Wall St. Rank held Expeditors International as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.