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Synergy Asset Management’s Expeditors International EXPD Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-150
Closed -$19.7K – 308
2024
Q4 		$19.7K Buy
+150
New +$17.9K ﹤0.01% 366

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Synergy Asset Management's EXPD Position: Q1 2025 in Review

Synergy Asset Management sold out of Expeditors International (EXPD) in Q1 2025, closing a stake of 150 shares — an estimated $19.7K sold.

Synergy Asset Management first reported a position in EXPD in Q4 2024 and held it in 1 quarter. The position peaked at $19.7K in Q4 2024. 839 funds tracked by Wall St. Rank hold EXPD as of Q1 2025.

  • Synergy Asset Management reported no remaining Expeditors International position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 150 Expeditors International shares in Q1 2025, an estimated $19.7K.
  • Synergy Asset Management first reported a position in Expeditors International in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Expeditors International position peaked at $19.7K in Q4 2024.
  • 839 funds tracked by Wall St. Rank held Expeditors International as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.