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SYSTM Wealth Solutions’s Expeditors International EXPD Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-9,827
Closed -$1.19M – 762
2024
Q1 		$1.19M Sell
9,827
-232
-2% -$28.7K 0.15% 173
2023
Q4 		$1.28M Buy
10,059
+330
+3% +$38.9K 0.18% 165
2023
Q3 		$1.12M Sell
9,729
-923
-9% -$110K 0.17% 163
2023
Q2 		$1.29M Sell
10,652
-111
-1% -$12.6K 0.17% 163
2023
Q1 		$1.19M Buy
10,763
+1,839
+21% +$200K 0.18% 153
2022
Q4 		$927K Buy
+8,924
New +$920K 0.12% 228

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
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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SYSTM Wealth Solutions's EXPD Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Expeditors International (EXPD) in Q2 2024, closing a stake of 9,827 shares — an estimated $1.19M sold.

SYSTM Wealth Solutions first reported a position in EXPD in Q4 2022 and held it in 6 quarters. The position peaked at $1.29M in Q2 2023. 810 funds tracked by Wall St. Rank hold EXPD as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Expeditors International position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 9,827 Expeditors International shares in Q2 2024, an estimated $1.19M.
  • SYSTM Wealth Solutions first reported a position in Expeditors International in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Expeditors International position peaked at $1.29M in Q2 2023.
  • 810 funds tracked by Wall St. Rank held Expeditors International as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.